WEBVTT

1
00:00:00.303 --> 00:00:05.800
Create a lead conversion goal in Pixie CRM Open
Goals then choose

2
00:00:05.813 --> 00:00:10.566
New Goal A goal defines a measurable target and
displays calculated

3
00:00:10.579 --> 00:00:15.396
achievement from supported CRM records Creating a
goal does not

4
00:00:15.409 --> 00:00:17.454
perform the underlying sales work

5
00:00:19.579 --> 00:00:24.711
Enter Website enquiry conversion marked as
Training Choose Convert

6
00:00:24.724 --> 00:00:29.698
X Leads select Alex Morgan and set Achievement to
three The staff

7
00:00:29.711 --> 00:00:32.967
selection identifies the intended owner for this
supported target

8
00:00:33.175 --> 00:00:36.690
it does not create a new staff account or change
account permissions

9
00:00:47.663 --> 00:00:50.489
Set the start date to the fourth of November and
the end date to

10
00:00:50.502 --> 00:00:55.295
the eighteenth of November twenty twenty-six Use
the date format

11
00:00:55.308 --> 00:01:00.048
shown in your workspace The selected period
determines which eligible

12
00:01:00.061 --> 00:01:01.871
records contribute to this goal

13
00:01:03.982 --> 00:01:07.289
Add a short description explaining this fictional
planning target

14
00:01:08.190 --> 00:01:13.021
Clear both notification checkboxes for the
demonstration This prevents

15
00:01:13.034 --> 00:01:16.679
the example from requesting achievement or
failure notifications

16
00:01:17.578 --> 00:01:21.119
Review notification settings with your team
before using goals in

17
00:01:21.133 --> 00:01:22.226
a live process

18
00:01:24.335 --> 00:01:30.236
Choose Save Review the retained subject goal type
staff member target

19
00:01:30.249 --> 00:01:35.183
and dates alongside the calculated result The
result reflects qualifying

20
00:01:35.196 --> 00:01:40.600
CRM activity This tutorial does not convert a
lead record income

21
00:01:40.821 --> 00:01:43.204
issue a document or send a customer message

22
00:01:45.307 --> 00:01:50.517
Return to Goals and open the saved subject Verify
the retained configuration

23
00:01:50.530 --> 00:01:55.674
before reviewing real progress Keep target
definitions date periods

24
00:01:55.778 --> 00:01:59.189
and notification choices consistent so the team
can interpret the

25
00:01:59.202 --> 00:02:03.682
results correctly The training goal remains a
planning record only