OBJECTIVES and ACTIONS LIST on the Plan Overview page give you a summary of the objectives and actions that exist on the account plan.
(You only see this section if the Objectives tab is enabled.)
- OBJECTIVES
- ACTIONS LIST
This shows the number of open and achieved plan objectives of each objective type, which helps you to see whether you're focusing on the right activities.
You see a red warning icon if there are any Overdue objectives.
When you click All or an objective type, the Objectives page opens with the objectives list filtered accordingly.
This shows the number of open actions that exist on the plan in a number of different categories.
When you click All or a category, the Objectives page opens with the actions list filtered accordingly.
