Goal form fields and ownership
Goal form fields and ownership: Define measurable CRM goals, calculate achievement from live CRM records and notify staff when targets succeed or fail.
Goals
Open guide →GuideCreate a new goal
Enter subject, type, target, dates, owner, notifications and any required contract type.
Open guide →GuideEdit an existing goal
Change an existing goal without losing the underlying calculated achievement source.
Open guide →GuideSet an organisation-wide goal
Leave Staff member blank so the target applies across supported CRM records and all active staff receive eligible notifications.
Open guide →GuideSet a staff-specific goal
Select one active staff member to filter the supported source query and notification recipient.
Open guide →GuideSet goal start and end dates
Define the inclusive source-data period and the date used by success/failure notification logic.
Open guide →GuideSet the achievement target
Enter the numeric total against which calculated achievement is divided.
Open guide →GuideConfigure goal success and failure notifications
Enable either or both automatic notification branches.
Open guide →GuideComplete the Goals Subject field
Required goal title shown in lists/search.
Open guide →GuideComplete the Goals Description field
Optional searchable supporting detail.
Open guide →GuideComplete the Goals Staff member field
Optional owner/filter; blank stores 0.
Open guide →GuideComplete the Goals Achievement field
Required numeric target.
Open guide →GuideComplete the Goals Start date field
Required beginning of source period.
Open guide →GuideComplete the Goals End date field
Required end of period and notification threshold.
Open guide →GuideComplete the Goals Contract type field
Required only for contract goal types 5 and 7.
Open guide →GuideComplete the Goals Notify when achieved field
Controls automatic success message.
Open guide →GuideComplete the Goals Notify when failed field
Controls automatic failure message.
Open guide →