- Module 1: Define and track your customer service-related goals including identifying metrics.
- Create and manage individual goals
- Use Parent and Child Goals
- Monitor goal progress
- Module 2: Identify customer service metrics, creating goal metrics, and work with roll-up columns and queries.
- Determine with metrics are needed to build efficient customer service goals
- Modify Fiscal Year settings to align goal progress
- Define Goal Metrics for an Organization
- Create custom Roll-up columns and Queries
In this module, you will:
In this module, you will:
