Creating an Objective

Objectives can be specified in different ways according to business purpose. Track objectives for up-to-date reports.

We recommend adding the Objectives related list on the Account and Contact page layout to have an ability to manage objectives for an Account or Contact record and add to the corresponding CT CPG Activity field set(s) the CTCPG__Objective__c and CTCPG__NextCallObjective__c fields.

Create a regular Objective for the Account or Contact

Create an Objective on the Objectives related list for the particular Account and/or Contact record to automatically set it to the related CT CPG Activity record.

To create an objective for the particular Account or Contact record:

  1. Go to the Accounts tab and click the required Account record.

  2. On the Related tab, click New under the Objectives related list.

  3. Specify the following:

    Read the description of each parameter here.

    • Add Contact if needed.

    • Set Active.

    • Add Objective.

  4. Click Save.

  5. Repeat steps 1–4 for the Contact records.

The objective is set.

When a representative creates a CT CPG Activity record related to the Account or Contact record with the specified Objective record, the Objective value will be automatically set in the CTCPG__Objective__c field of this CT CPG Activity record.

If the related Account record has a relative Objective record, the objective will be added to the Objective related list for all Contact records of that Account. Specify another Objective record for the particular Contact record to overwrite the Account objective.

Create an Objective for Activity

Set an objective for the particular CT CPG Activity, and it will be automatically assigned to the related Account and/or Contact record. Manage activities via a Standard layout or by using a pre-configured Activity Report page.

To create an objective for the particular CT CPG Activity record:

  1. Go to the CT CPG Calendar and create a new CT CPG Activity record with the Visit record type.

  2. Open the created CT CPG Activity record.

    Also, you can open the required CT CPG Activity from the Calendar or Activity Reports tab.

  3. In the CTCPG__Objective__c field, specify the required notes and/or goals.

  4. Click Save.

The objective is set.

When a representative creates a CT CPG Activity record with the specific Objective record and related to the Account or Contact record, the Objective record will be added to the Objectives related list of the related Account and/or Contact record.

Create an Objective using Next Call Objective

Copy the objective from the finished CT CPG Activity record to the next CT CPG Activity record that is related to the same Account and/or Contact record. Manage activities via a Standard layout or by using a pre-configured Activity Report page.

To set up an objective for the next CT CPG Activity record:

  1. Go to the CT CPG Calendar and create a new CT CPG Activity record with the Visit record type.

  2. Open the created CT CPG Activity record.

    Also, you can open the required CT CPG Activity from the Calendar or Activity Reports tab.

  3. In the CTCPG__NextCallObjective__c field, specify the required notes and/or goals.

  4. Click Save.

The objective is set.

When a representative finishes the created CT CPG Activity record and creates a next CT CPG Activity record for the same Account and/or Contact record, a value from the CTCPG__NextCallObjective__c field of the finished CT CPG Activity record is copied to the CTCPG__Objective__c field of the next CT CPG Activity record.

Create an Objective using the Next Activity functionality

Use the Next Activity functionality to copy an objective from the specified field of the finished CT CPG Activity record to the next CT CPG Activity record that is related to the same Account and/or Contact record. Manage activities via a Standard layout or by using a pre-configured Activity Report page.

To create an objective using the Next Activity functionality:

  1. Go to the CT CPG Calendar and create a new CT CPG Activity record with the Visit record type.

  2. Open the created CT CPG Activity record.

    Also, you can open the required CT CPG Activity from the Calendar or Activity Reports tab.

  3. In the field that is selected for the Next Activity functionality, specify the required notes and/or goals.

  4. Click Save.

The objective is set.

When a representative finishes the created CT CPG Activity record and creates a next CT CPG Activity record for the same Account and/or Contact record, a value from the field that is selected for the Next Activity functionality of the finished CT CPG Activity record is copied to the CTCPG__Objective__c field of the next CT CPG Activity record.

Objectives in the Marketing Cycle

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

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