Set phone call targets for each member of your team. Track performance and measure progress, aligned to weekly or monthly cycles. Administrators and team leaders can set targets.
A phone call target is the number of companies a user reaches by phone in a week or month. A company counts when a phone call with it is logged as reached, and each company counts once per week or month.
How to set phone call targets
- Click Settings → CRM → Targets → Phone calls:
- The page title shows if targets are tracked per month or per week. To change it, click it, select Monthly or Weekly and click Switch to monthly tracking (or Switch to weekly tracking). Read more in weekly/monthly targets:
- Choose the user(s) you'll be adding targets for, select the fiscal year, and click the toggle if you want to show inactive users:
- Click the target field and enter the number of companies each user should reach, and click Save target:
- Your users can now see a summary of their pinned targets in the top-right of their screen. The phone call target is not pinned by default:
- Click this summary to show more detail of your targets. The phone call target is shown as Reached companies:
- To show the phone call target in the top-right summary, click the pin icon on Reached companies. Up to three targets can be pinned. Pins are saved in the browser, so each user pins their own targets on each browser they use.