Creating an Objective

To create a new objective:

  1. Click Create Objective on the Customer Success Workspace or relevant record page.
  2. Select Create New Objective.
  3. Click Next.
  4. Enter a name for the new objective.
  5. [Optional] Update the objective owner. This field is pre-populated with the current user when one resource is assigned to the user.
  6. [Optional] Enter a success plan, status, start date, end date, category, priority, and objective type for the objective.
  7. [Optional] Select the Template checkbox to mark this objective as a template.
  8. [Optional] Enter a summary of your objective. To upload an image, click .
  9. [Optional] Enter the success criteria for your objective. To upload an image, click .
  10. Click Save.
    Note:

    When creating an objective from a success plan record page, the Success Plan field is auto-populated with the success plan you are currently viewing.

To create an objective from a template:

  1. Click Create Objective on the Customer Success Workspace or relevant record page.
  2. Select Create Objective from Template.
  3. Click Next.
  4. Select the template you want to use.
  5. Click Next.
  6. [Optional] Update the name for the new objective.
  7. [Optional] Update the objective owner. This field is pre-populated with the current user when one resource is assigned to the user.
  8. [Optional] Select a success plan to associate with the objective.
  9. [Optional] Update the start date. The default is today’s date.
  10. [Optional] Update the category, priority, and objective type for the objective.
  11. [Optional] To make an objective available for selection as a template when creating new objectives from templates, select the Template checkbox.
  12. [Optional] Update the summary of your objective. To upload an image, click . The summary is auto-populated from the template when available.
  13. [Optional] Update the success criteria for your objective. Toupload an image, click . The success criteria is auto-populated from the template when available.
  14. Click Create.
Notes:

When selecting a template, only objectives with the Template checkbox selected are displayed.

When creating an objective from a success plan record page, the Success Plan field is auto-populated with the success plan you are currently viewing.