Objectives are used as a personal task manager.

Users can create to-do items for their accounts - usually actions that are not specified in the call workflow - to be completed at any time before, during or after a call.


The Objectives page lists the last 100 call objectives for all accounts.


By default, the filters are set to 'My Objectives' of the logged in user with the Status 'Incomplete'.

You can search for and filter the Objectives list using the dropdowns and clicking Search.