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