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