This work item allows the user to see a specific set of objectives and offers easy access to complete objectives for that particular Account within a call.

Objectives List

This work item will list all Call Objectives for the specific Account. It will only load your objectives and will not show other users' objectives.


The user has the same functionality in the work item, such as adding and editing objectives, as in the menu item, however, it is limited to the objectives in the objectives list.