Objectives
The Objectives page is where you execute the Account Manager plan strategy.
Define the Objectives that will contribute to achieving your strategic goal and assign the necessary Actions to achieve each objective.
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An objective is something that needs to be achieved to make the strategy a success. An objective contains the actions required to achieve it.
- Actions
An action is a specific step that needs to be completed, either as part of achieving an objective, or as an unassigned action in its own right.
By default, an '[Unassigned Actions]' objective is available
The Objectives page has three main areas: