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Goal & Referral Tracking
Goal & Referral Tracking
For all of these types of sales campaigns, you’ll want to track how effective they are. The Goal & Referral Tracking module gives you the ability to set up goals for each campaign at a company, department, branch or individual level. If goals are established – the system then automatically track which user changed status of a sales opportunity – and gives you the reporting tools to see how the team is performing against expectations. Included in Cross Sell Campaigns module.