Create Track
Build the stages, scoring, task timing, employees and statistics permissions for a CRM track.
Track details
Name the track and explain what it is used for.
0/600 characters
Track steps
Add unlimited steps, points and the waiting time before a lead appears in employee tasks or activities.
Drag steps or use the arrow buttons to control their order. A waiting time of 0 makes the lead appear in tasks immediately.
Employees who can deal with this track
Assign one or more employees now, or leave everyone unselected and assign members later from Track Editing.
No employees selected. Members can be added later from the track editing page.
Statistics visibility
Choose who can see each type of track performance statistic.
Administrators retain access to all statistics, even when a row is limited to track members or selected employees.
Select employees
These employees will be able to see this statistics category.