Goal calculation based on a specific contact

Release date:

In the Hanna system, the Goals module has been supplemented with a new option - to calculate the goal based on a specific client:

Client goals are calculated based on:

  • Contracts concluded by type. 
  • Completed tasks. 
  • Sales made. 
  • Number of emails. 
  • Value of confirmed opportunities.

Learn more about Goalsread here.

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