In Accountable CRM’s KPI section, the Each time this Asked for Review activity is created, it is automatically reflected in the My KPIs section. This KPI helps you track how often review requests are made within a selected period, providing clear visibility into your engagement and reputation-building efforts.
Note: Asked for Review is an activity specifically applicable for only B2C contact types.
How to Set Goals for Asked for Review:
In the top navigation bar, you can find the KPI and click on it.
Scroll down the page, you will find the Asked for Review in the My KPI grid table.
To Set a goal for Asked for Review, you can click the “Set Goal” button located at the top of the My KPIs section, and add your goals there.
Once you add the goals it will reflect in the Asked for Review Goal column.
Note: Click the edit icon to edit the goals.
How to Create a Asked for Review Activity Using the Quick Action Tool:
Click the "Quick Action" button and select the “Activity” option.
In activity popup, to select the Asked for Review check box in the B2C consumer section. Choose the contact or create new contact and click the save button.
Once the Asked for Review activity is created, The data will be reflected in the Asked for Review This Month column in the My KPI grid table.
Click on Asked for Review row to view the detailed list of Asked for Review records.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support