By taking a few seconds to review potential duplicates before creating a new prospect, you can help maintain cleaner data, improve reporting accuracy, and ensure your team has a complete picture of every prospect's journey.

And that's how easy it is to use Duplicate Detection when adding new prospects, contacts, and pre-leads in Aline CRM!

Copying Activities to Save Time

Creating similar activities for a prospect just got faster.

Aline CRM now includes a Copy Activity feature within both the Log Activity and Schedule Activity workflows, helping reduce repetitive data entry and streamline activity management.

Let's take a look at how it works.

When creating or reviewing an activity, you'll now see the option to Copy an existing activity.

Selecting Copy automatically creates a new activity using the information from the original activity as a starting point.

This can be especially helpful when:

• Logging similar interactions
• Scheduling recurring follow-ups
• Creating activities that share the same details
• Saving time when working active prospects

To copy an activity:

• Locate the activity you'd like to use as a template.
• Select the Copy option.

• Review the information that has been carried over. 
• Make any necessary updates, such as the date, time, result, or notes.

• Select Log or Schedule / Log & Create New or Schedule & Create New to save the activity.

The new activity will be created using the copied information while preserving the original activity record.

Best Practice: Before saving a copied activity, take a moment to review the details and ensure any dates, times, notes, or activity-specific information accurately reflect the new interaction.

Configuring Goals Widgets on the Dashboard

Goals provide a powerful way to establish performance targets and monitor progress directly from your CRM dashboard.

In this section, we'll review how to configure goals and explore where users can view goal progress throughout Aline CRM. To get started, the Goals page must first be enabled as a company option. 

Once enabled, administrators will see a new Goals page available within Admin.

To create a goal, select Add Goal.

From here, you'll choose between:

• Activity Goals
• Performance Goals

Activity Goals allow organizations to track specific activities, while Performance Goals support broader business objectives such as tours, occupancy, and Speed to Lead metrics.

After selecting a goal type, choose the communities and user roles that should be included.

Administrators can configure individual goals, manage sub-goals, hide or display specific categories, and control which users and communities participate in goal tracking.

Once goals have been configured, progress becomes visible throughout the CRM dashboard experience.

Depending on your organization's configuration, users may see progress toward:

• Speed to Lead
• Tour Goals
• Occupancy Goals
• Sales Summary Goals
• Community Performance Metrics

Administrators can also review progress at both the individual user and community level.

By establishing measurable goals and displaying progress directly within the dashboard, organizations can better align teams around key performance objectives and maintain visibility into sales performance.

And that's how easy it is to configure and monitor goals in Aline CRM!

QUESTIONS?

We're happy to help! Please reach out to our Aline Support Team:

• Click here to email our Support Team
• Click here to schedule a support call

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