What Are Goals in Pipeline CRM? Goals help your business set clear objectives for your team. You can create goals for:
- Winning more revenue
- Winning more deals
- Complete more tasks
- Add more activities
- Creating deals
- Moving deals forward
Creating a Goal
- Click on the Tools option in the side navigation and then select Goals.
- Click the +Add goal button in the top right corner.
- Select the Goal type and set the details.
- Optional:
- Set Goals as Recurring.
- If you select a team or company, create a leaderboard for users to track goal progress.
Managing Goals
- Goals cannot be edited.
- To view the settings of a goal, click on the three dots to:
- View goal details
- Stop recurring
- Delete the goal
Understanding Goal End Dates Goals automatically expire at the end of their set period:
- Weekly Goals: End at midnight between Sunday and Monday.
- Monthly Goals: End at midnight between the last day of the month and the first day of the next month.
- Quarterly Goals: End at midnight between the last day of the quarter and the first day of the next quarter.
- Yearly Goals: End at midnight between December 31 and January 1.
Things to Note
- Goals only appear on the Leaderboard tile if more than one user (such as a team) is assigned to the goal.
- Goals can only be assigned to a team when there is at least one team leader on the team the goal is assigned to.
Need help? Contact support at customercare@pipelinecrm.com.