Goals

Action Total Goals

Posted: May 31, 2018 at 11:50 am

You can set the goal for how many actions performed by an individual user in monthly or weekly wise. In the left side, click on Goals option. Then click on +Create Action Total Goal button under the Action Total Goals section. In the pop-up menu, you can fill the form and set the goal for

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Lead Won Goals

Posted: May 31, 2018 at 11:40 am

In Lead Won Goals section, You can set the goal for lead won monthly or weekly wise to every individual user. In the left side, click on Goals option. Then click on +Create Lead Won Goal button under the Lead Won Goals section. Open a pop-up menu, fill the form and set the goal for

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Revenue Goals

Last Updated: May 31, 2018 at 11:33 am

You can set goals according to your requirements. You can assign to different goal to an individual user. You can set goals in three types: Revenue Goals Lead Won Goals Action Total Goals In Revenue Goals section, You can set the goal for revenue monthly or weekly wise to every individual user. In the left

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