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KLavelle4
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KLavelle4
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March 11, 2025
Reply to Associate Activites to a Goal
Thanks @kennedyp kennedyp. To clarify: Looking to track Activities associated with a Goal (not a lead). I think the problem is a) How to create...read more
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KLavelle4 on March 10, 2025
Associate Activites to a Goal
Are there any suggestions on how to assign a Goal/Objective to a Customer and then associate Activities to that Goal/Objective? As ane example: The 2025 Goal for Customer ABC is for our sales team to convert them from Product X to Product Y. I want read more
Reply Discussion Sales
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KLavelle4
Participant
March 10, 2025
Reply to Tracking Task Goals
Are there any suggestions on how to assign a Goal/Objective to a Customer and then associate Activities to that Goal/Objective? As ane example: The 2...read more
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