Support

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...

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...

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...