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 PCS Goals

Goals help Prospect Centered Selling organizations measure performance, reinforce key selling behaviors, and track progress directly from the CRM dashboard.

In this section, we'll review how to configure goals and explore how those goals appear throughout the PCS dashboard experience.

To begin, ensure the Goals page has been enabled as a company option. 

Once enabled, administrators will have access to the Goals page within Admin.

Select Add Goal to begin creating a new goal.

From here, administrators can configure:

• Activity Goals
• Performance Goals

Goals can be assigned to specific communities, user roles, and individual users, allowing organizations to align goal tracking with their PCS strategy. Administrators can also manage sub-goals, enable or disable specific goal categories, and configure individual user targets.

Once configured, users will see progress directly from their dashboard.

For PCS organizations, dashboard visibility may include:

• Time in the Selling Zone Goals
• Planning Goals
• Outcomes Goals
• Face-to-Face Goals
• Activity Point Goals
• 
  

These metrics help users understand not only their results, but also the behaviors contributing to those results.

Administrators can review performance at both the user and community level, creating greater visibility into progress and adoption of PCS best practices.

And that's how easy it is to configure and monitor goals within a PCS-enabled organization.

Viewing Time in the Selling Zone (TSZ) via Profile Activities

Aline CRM now makes it easier to understand how long prospects have been actively moving through your sales process with the new Time in the Selling Zone column.

This enhancement provides greater visibility into prospect progression and can help identify opportunities that may need additional attention.

To access this information, open a prospect profile and navigate to the Activities section. Within the activity page, you'll now see a new column labeled Time in the Selling Zone.

This column displays the amount of time a prospect has spent within the selling zone for that particular activity, providing insight into how long they've been actively engaged in your community's sales process.

As you review prospect activity, this information can help answer questions such as:

• Which prospects have been in the selling process the longest?
• Are there opportunities that may need additional follow-up?
• How efficiently are prospects progressing through the sales journey?

The Time in the Selling Zone value is displayed directly within the activity page, allowing you to review this information without running additional reports or navigating away from the prospect profile.

Best Practice

Use Time in the Selling Zone as an additional conversation starter when reviewing your pipeline.

A prospect with an extended selling zone duration isn't necessarily a concern, but it may be a good opportunity to review recent activity, confirm a next step is scheduled, and ensure the prospect continues moving forward in the sales process.

And that's all there is to it. With the new Time in the Selling Zone column, valuable sales pipeline visibility is now available directly from the prospect profile.