Minimum Version Required: 24.01
Steps
How to Use the Targeted Sales Execution Dashboard
1. Using Universal Search, navigate to the Targeted Sales Execution dashboard.
2. Enter values in the fields displayed. Fields marked with * are required.
3. Click the Select the Target Customers button.
4. In the fields provided, apply filters to search for Customers then click the Filter button.
5. Use the checkbox to select or deselect customer(s) to generate tasks for.
6. Click Generate Tasks when complete.
Fields And Definitions
* = required field
*Objective - The Objective that will be used to generate the tasks. The objective drives what Survey the users will need to complete. EXAMPLE: Encompass Display Survey.
*Task Title - This is the task's name that shows on the handheld device. This allows a single objective to be used for multiple initiatives. EXAMPLE: April Feature Displays
*Start Date - The Start Date for the tasks. Tasks will begin showing as of this date. Start Date with the Frequency determines when the next round of tasks will be generated.
End Date - End Date with the Frequency determines when the last round of tasks will be generated. The end date does not determine the deadline.
*Frequency - How often the tasks will generate within the provided Start Date and End Date?
*Days To Complete - Start Date + Days To Complete = Deadline. After the deadline date, standard Objective setups will cause the Tasks to go into the Failed to Complete Task Status.