Objectives Overview
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 workfl...
Thu, Feb 18, 2021 at 7:18 PM
Creating New Objectives
Click on Create New Objective. Enter a Description and Select Accounts. Once the Account/s are selected, Assign To the desired user. Fill in an...
Thu, Feb 18, 2021 at 7:18 PM
Editing Objectives
You can change the status of an Objective by clicking on the Status hyperlink. When the confirmation popup appears, select OK to successfully complete/inco...
Thu, Feb 18, 2021 at 7:19 PM