This article will guide you through creating a task purpose in ClubReady. Purposes allow you to classify and filter tasks on the Lead Management Dashboard.
Before You Begin
- Permissions required:
- Setup - Can Access Setup
- Setup - Can Access Purposes Setup
How to Create a Task Purpose
Navigate to Setup > Automation > Purposes and complete the following fields:
- Name of the Purpose — Enter a name to identify the purpose for task classification.
- Purpose Type — Select the applicable type from the dropdown: Membership Sales, Internal Sales, Retention, Collections, or No Type.
Click Create The New Purpose to save.
Note: Only leads and automation tasks with Membership Sales selected as the purpose will display on the Lead Management Dashboard.
