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- Define and track your customer service-related goals including identifying metrics.
In this module, you'll:
- Create and manage individual goals
- Use Parent and Child goals
- Monitor goal progress
- Identify customer service metrics, creating goal metrics, and work with roll-up columns and queries.
In this module, you'll:
- 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
