Dashboard, search and lifecycle
Dashboard, search and lifecycle: Define measurable CRM goals, calculate achievement from live CRM records and notify staff when targets succeed or fail.
5 guides
Goals
Open guide →GuideUse the Goals dashboard widget
Review eligible unnotified goals and progress from the dashboard right column.
Open guide →GuideFind goals with global search
Search goal subject or description and open the result.
Open guide →GuideTransfer goals when a staff member is deleted
Understand automatic reassignment to the selected transfer-data staff member.
Open guide →GuideDelete a goal
Remove a goal definition after reviewing reporting and notification consequences.
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