Create and manage goals

Define a measurable goal with its calculation type, staff scope, target and date range.

Before you start

• Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.

Follow the steps

1. Open Goals and choose the new-goal action.
2. Enter Subject and select Goal type.
3. Choose Staff member or the offered all-staff scope, then enter Achievement target.
4. Set Start date and End date. Select Contract type when the selected goal calculation requests it.
5. Add Description, review success/failure notification options, and submit.

Check the result

• Reopen the goal and check its type, staff scope, target and dates. Its progress follows the records used by the selected goal type.

If something is different

An option is missing

Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.

A field will not save

Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.

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