Monitoring Target progress

customertrax 1. Handle CRM 1.0, x. Uncategorized

Participant status

  • The Participants Grid allows you to see and sort by Status
  • Pending:
    No Activities exist for this Account in this Target
  • Active:
    Activities have been created for this Account in this Target but are not complete
  • Complete:
    All Activities created for this account in this Target have been completed

Activity feeds

  • Similar to Account feeds, Target separates active items and completed items.
  • The left side shows all active items associated with this Target as they are created or updated.
  • The right side shows the latest details of each Activity and when it was marked complete.


customertraxMonitoring Target progress