Each time a application received is created as an activity, it is automatically reflected in the My KPIs section. This KPI helps you track the number of applications received within a selected period, enabling you to monitor performance and stay aligned with your goals.
Note: Application Received is an activity applicable only to B2C contact types.
How to Set Goals for Application Received:
In the top navigation bar, you can find the KPI and click on it.
Scroll down the page, you will find the Application Received in the My KPI grid table.
To Set a goal for Application Received, 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 Application Received Goal column.
Note: Click the edit icon to edit the goals.
How to Create a Application Received Activity Using the Quick Action Tool:
Click the "Quick Action" button and select the “Activity” option.
In activity popup, to select the Application Received check box in the B2C consumer section. Choose the contact or create new contact and click the save button.
Once the Application Received activity is created, The data will be reflected in the Application Received This Month column in the My KPI grid table.
Click on Application Received row to view the detailed list of Application Received records.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support