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:
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Locate the App Settings page by clicking on your profile picture in the top right corner of the Dashboard. Click on Settings.
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Click on the App Settings button located on the far left side of the screen.
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Under the CLIENTELING section, adjust the Daily Goal and click Save.
Set Personalized Daily Goals for Individual Associates:
1. In your Dashboard click Manage, then Associates.
2. Click the name of the associate you want to edit, then click the number next to Daily Contact Goal.
3. Change this number to adjust the goal, then click UPDATE.