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