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Objectives Plugin

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The Objectives feature adds the ability to create and track custom tasks for salespeople and drivers.

  • Salespeople and drivers can create objectives for themselves on a mobile device.
  • Employees with access to the eoStar backend, such as managers, can create and assign objectives to multiple employee/customer combinations at once.
  • Objectives are associated with specific customer(s).
  • Objectives can be associated with a supplier as well.

Feature Information

  • Functional Area: Sales Support
  • Roles Impacted: Sales Managers, Sales Team, Drivers
  • Platform: eoStar Backend, eoTablet, eoTouch
  • Plugins: Objectives Plugin

Permissions

Access Records

Records > Employee > Records > Access Records Panel:

  • Objective Types

Plugins Panel

Records > EMployees > Records > Plugins Panel:

  • May access Objectives report
  • May assign objectives to any employee
  • Records > Employee > Account Objectives

Setup

Objective Types

Objective Types must be created in advance and are used to categorize objectives.

Using Objectives

Mobile Devices

Managing Objectives and Reporting