Setup, access and navigation
Setup, access and navigation: Define measurable CRM goals, calculate achievement from live CRM records and notify staff when targets succeed or fail.
6 guides
Goals
Open guide →GuideUnderstand the Goals module
Use version 2.3.0 to define targets whose achievement is calculated from CRM records.
Open guide →GuideInstall and activate Goals
Activate the module and create its goals table.
Open guide →GuideAssign Goals permissions
Control who can view, create, edit and delete goals.
Open guide →GuideOpen the Goals workspace
Review goal subject, owner, target, dates, type and progress.
Open guide →GuideCreate a goal from quick create
Open the Goal quick action and complete a new target.
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