Pre-set objectives help you track what types of activity you and your team are creating or completing. This encourages best practice by standardising activity objectives. These objectives can cover things like “Deliver Quote” and “Introductory Meeting” – whatever suits your business.
To create pre-set objectives, visit the customisation area of the ADMIN tab and select “Customise Activities”.
To add an objective, type in the objective box and tick the orange boxes at the top to confirm which type of activity (Appointment, Call, Task) it applies to – or a combination of any 2, or all 3.
To save, remember to click on the orange save icon in the top right hand corner.
Once created, when you or a team member create a new activity, the objective boxes with autofill with the pre-set objectives, or press space to view all available. As always, you can still type free text into this box if you do not want a pre-set objective.
If you need any help, please drop us an email at firstname.lastname@example.org