How to set up a custom activity type or action for calls and meetings?
First, head to Settings.
Then click on Goals Console.
In the Goal Console, you can rename and set the goal as an ‘Action’ for your users:
This is what the ‘Action List’ refers to:
There are 13 actions that you can customize for contacts, 18 actions for Candididates and others for Deal, Job Leads, Company, and Application.
These actions are available when you create a comment, task, or meeting in Vincere.
Once you have toggled these actions to ‘Yes’, it will show as options for the Action List:
⭕ Can I link this to a goal or KPI? 🤔
Yes! For Vincere to automatically link this to goals, simply toggle to ‘Yes’ in the Activate Goal section.
Goals (including your custom goals) will be automatically tracked and pulled to Intelligence > Goals
📌 To learn more about the Goals dashboard, check out this article.
Happy Recruitment #TheVinnyWay🤩