Objectives Management

Objectives are used as representative’s notes and goals within the visit or as regular notes for the client linked to the corresponding Account or Contact record. Objectives could be tracked during the time period before completion or repeated per each visit.

Follow the guidelines to create objectives.

  1. Think about the objectives and tasks you need to track and audit during a visit.

    • Create regular objectives for the Account and/or Contact records.

    • Add objective to the CT CPG Activity record to transfer it for the related Account and/or Contact record.

    • Create an objective based on the value in the finished CT CPG Activity via the Next Call Objective field or the Next Activity functionality.

    • create the Marketing Detail Tracking record of the Special Tracking record type to track objectives within the active marketing cycle.

  2. Specify objectives tracking on the Application Settings record.

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