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Create and edit periodic Goals
Create Goals: On your URVA Home Page, click on Goals under Team Management. In the Active tab, click on the + icon to add a new Goal Fill in the Name and Description, select the target type as Value/Count, or activity field. Select Target On as ...
Creating a Call-Based Goal in URVA
Goals help you track performance against set targets. This guide will show you how to create a call-based goal and assign it to your team using simple steps. Steps to Create a Call-Based Goal From the Home page, go to Goals. Click + New Goal to ...
Modify the goal settings
An Web User can change/modify the configuration of created goals as per requirement at any point of time. To modify goal settings, follow the steps mentioned below: On your URVA Home Page, click on Goals under Team Management. In the Active tab, ...
Create & Assign goal under an individual target for frontline executives/ field users
Create & Assign goals front line executives please follow the steps which are mentioned below :- From the URVA home page, Click on Goals under Team Managementmodule. Click on Active tab. A user will see different stages of the goals like "All, ...
Change frequency for a goal
To set up/change frequency for a goal, please follow the steps mentioned below: From the URVA Home Screen, click on a GOAL under Team management. After that, user will be landed on the Active Goal screen. From the top where Goal>Active is written, ...