Set calling goals for your team members by following these steps:
1. Open Insights module > Goals > Calling Goals
2. Select the period:
- For previous period click "Last" and choose "Month" "Quater" "Year"
- For future period click "This" and choose "Month" "Quater" "Year"
3. Start entering user's name > click "Search for user" to see the goals setting template. It is allowed to set goals for 4 users at once.
4. You have to set the goals for every user separately.
To track how successful your employees are reaching calling goals see the Activity goals report and also see the Dashboard section Activity goals vs. Performance this month