Limitations and troubleshooting
Define measurable CRM goals, calculate achievement from live CRM records and notify staff when targets succeed or fail.
How-to guide
Understand unsupported Goals functions
Avoid expecting exports, API endpoints, webhooks, public portal pages, file uploads or module settings that are not supplied.
Open guide →How-to guideTroubleshoot a missing Goals menu
Check module activation and Goals: View permission.
Open guide →How-to guideTroubleshoot an incorrect goal total
Reconcile date fields, status filters, owner filters and source records for the selected goal type.
Open guide →How-to guideTroubleshoot goal notifications not sending
Check cron execution, end date, progress, notified state, active recipients and enabled notification checkbox.
Open guide →How-to guideRun the Goals production verification checklist
Test all permissions, goal types, progress, dashboard/search, cron and staff-transfer behaviour.
Open guide →