Step 1: Confirm Your Profile
Start by making sure your account information is accurate.
What to check:
Your name, email, and phone number
Your profile photo
Step 2: Review Your Pipeline
Your pipeline has already been set up for you.
Your job:
Confirm the pipeline stages match your workflow
Make sure your transactions appear accurate
If something looks off:
Let your manager or support team know.
You do not need to report every duplicate issue—just flag the main problem.
Step 3: Complete Your KPI Calculator
This is one of the most important steps.
Enter the following:
Annual production goal
Average transaction size
Expected conversion rates
Why this matters:
Accountable uses this to generate your daily activity goals and AI follow-up recommendations.
Step 4: Connect Your Email (Outlook)
Connecting your email allows Accountable to track your communication automatically.
Steps:
Connect your Outlook account
Send a test email
Confirm the email logs to a contact
Step 5: Start Using Accountable
Once everything above is complete, you’re ready to go.
You can now:
Manage your contacts
Track referral partners
Monitor your pipeline
Receive AI-driven follow-up suggestions
Final Check
Before you move forward, confirm:
Your profile is accurate
Your pipeline looks correct
Your KPI Calculator is completed
Your email is connected
💬 Need Help?
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist.