End-User Procedures

The following list shows tasks that end users typically perform to access and use objectives:

1. Reviewing Objectives (End User)

2. Process of Performing Retail Activities (End User)

3. (Optional) Changing the Status of Activities (End User)

4. Checking the Status of Objectives (End User)

In general, retail sales representatives do not create objectives, but instead use objectives to direct the activities that they perform during customer visits. They use the Objectives screen to review objectives, recommended activities, target accounts, and literature that applies to their retail stores and accounts. For more information about how retail sales representatives use the retail execution feature to complete recommended activities, see Process of Performing Retail Activities (End User).