Target and Goal Module : Target based on Call

Target and Goal Module : Target based on Call

The user can now create targets and goals based on calls.

To create the Target, please follow the steps below:- 

1. From the Home page, click on Admin Settings, then click on Target under the Performance Settings section.



2. To create a target, click on New Target, select Target Based On as Call, and fill in the other details such as:-

  1. Type: Collection or Activity
  2. Subtype: All or Completed only
  3. Category: Choose the appropriate category from the list. 


3. Click on the Submit button. This will create the target based on calls.

To create the Goal based on the Call, please click on the following link:- Click here




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