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Goals

Goals aka objective can be added for accounts that can be tracked by the Success Managers.

  • Account Level Goals

    In addition to Global Goals, every Account can also have their own individual Goals. These goals are limited to the Account it is created for and is not available for other Account/s.  Creating a Acco...

  • Goal States

    Goals have one two states.  Achieved (Checked box) Not Achieved (Unchecked Box) Goal Notes Every Goals has a notes section where you can write specific progress notes for each goal for every account. ...

  • Global Goals

    Goals can be Global, which means that they are tracked on each Account. Global Goals can be created  Main Menu > Settings > Goals > Add New Goal All Globals goals appear under each Account Goals secti...