Call Objectives Overview

Call Objectives are used to create to-do lists for users and efficiently coordinate tasks across teams. A Call Objective is a task users must complete as part of a call to a specific account during a defined period of time. Users can view Call Objectives from the Call Objectives tab or the call report. To take action on Call Objectives, record a call from the list of Call Objectives or add Call Objectives to an existing call report. When Account Plans are in use, Prerequisite Call Objectives can be leveraged to divide long-term Account Plans into smaller tasks for individual users to complete.

In addition to standard Call Objectives, the following Call Objective types are available: 

• Default enabled Call Objectives - Emphasize the importance of certain Call Objectives by designating the objective as default enabled
• Recurring Call Objectives - Enable users to complete a Call Objective multiple times within a defined time period
• One-click Call Objectives - Enable users to quickly complete simple tasks that do not require additional details
• CLM Call Objectives - Direct users to display a specific piece of CLM content when visiting a particular account

Call Objectives are integrated with the following module:

• Suggestions - Creating a Call Objective from a Suggestion

For organization using Account Plans, action items offer a more flexible, less formal alternative to Call Objectives when defining to-do lists for team members. See Using Action Items on the Call Report for more information.

Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.