Goals

Allow admins to set goals for admissions and for conversion rate (referral to admission) in the CRM Goals feature. Right now, only referral goals and event goals can be set. Conversion rate can only be viewed in a separate report and cannot be tie...

Add additional filters to allow us to create goals based on codes and recurring vs new orders.

We need to have the ability for Admins to bulk upload goals within the CRM.

custmers want the ability to email goals outside of the system to execs & folks that don't access every day

customers are looking to customize additional goal filters based on other criteria. for example, given the integration, a customer may want to choose a field they are getting from the EHR to filter by.

add the ability to goals to set once a quarter & each month, the goal will auto-update to the new goal at the beginning of the month.

Please add a Goal filter of Contact

Saves duplication of effort in Accounts to Leads.

sometimes an admin may initially create the goal, but then a sales leader may then be in charge of updating it monthly

add an on-track number to goals. so if my goal is x, i need x per day to meet my goal. (add this in addition to needed per day