The Daily Clienteling Goals are pre-defined targets for each of your associates to accomplish a specific number of clienteling activities every day. Anytime an associate communicates with a new client, it counts as one action towards their daily goal.
You have the flexibility to modify the daily goal for your team as per your requirements or even set personalized goals for individual associates.
Modify Daily Clienteling Goal for Team:
-
Locate and click on the Setup tab at the top of your screen.
-
You should be taken to the General Settings tab. If you're not there, you can locate the General Settings under the Setup tab of your vertical toolbar on the left side of your page.
-
Under the CLIENTELING section, adjust the Daily Goal and click Save.
Set Personalized Daily Goals for Individual Associates:
1. In your Dashboard click on the Setup tab.
2. Under the Setup tab, click Associates in the dropdown menu. Click on the associate for whom you would like to edit the goal.
3. Click on the number in blue next to Daily Contact Goal. Input the desired number, then click UPDATE.