Summary
Objectives is your personal task manager.
You can create any to-do item for your accounts - usually actions which aren't specified in your call workflow - to be completed at any time before, during or after a call.
This menu item is also a work item type.
Objectives List
Each task will be listed here with the following column headings:
- Date Added
- Description
- Account
- Status (Incomplete or Completed)
- Due by (Date)
- Date Completed (Date)
- Completed Checkbox