You can create a list of the the main types of CRM goals (related to CRM tasks) by clicking on Settings - CRM Goals.
Click on the button Add Type to create a new type of CRM goal that will be only available during marketing operations
For each goal you can specify:
- Name
-
Use colours for actions
:
this option relates to the priority of CRM tasks. If activated, tasks will turn Red as to indicate maximum priority. Once someone takes care of a task it will turn Yellow until it has been completed.
- Store: to hide the goal without affecting the planning.