CRM, Tasks, and communication goals

Leads, Contacts, Tasks, email and call goals.

Last updated 13 days ago

With the Leads goal, you can measure the volume of new records, conversions, or transitions to a selected stage. Use filters for source, stage, type, group, country, organization, and Staff. The Contacts goal counts created Contacts and can be narrowed down by source, status, country, or the assignees.

For the Tasks goal, choose whether the creation date or the completion date is relevant. The creation date reflects the workflow, while the completion date reflects work actually performed. Additionally, you can select the Task type, client type, and other available criteria.

Communication goals are based on emails sent or PBX calls logged in the system. For accurate results, the team member email address or phone number must be correctly linked, and the communication must be logged via Hanna integrations.

Shared vs. Individual Team Goal
Sales, finance, contract, and activity goals

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