Progress, labels and calculations
Progress, labels and calculations: Define measurable CRM goals, calculate achievement from live CRM records and notify staff when targets succeed or fail.
3 guides
Goals
Open guide →GuideInterpret goal progress percentages
Compare the calculated total with the target and understand the 100% cap.
Open guide →GuideInterpret achieved, close and failed goal labels
Understand the label order used by the goal table.
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