Product Achievements

Add records to the Product Achievement (crm_product_achievement) table to register the progress of advancement and promotion of your company's products and services in the system.

tip

Roles required:

• Create, edit – crm_sales, crm_manager, crm_marketeer, crm_admin, crm_certificate_manager, crm_pam, admin.
• Read – any user with an "out-of-the-box" B2B CRM role.
• Delete – crm_admin, admin.

To create a product achievement, complete the following steps:

1. Navigate to CRM → Marketing → Product Achievements.
2. Click New and fill in the form fields.
3. Click Save or Save and exit to apply the changes.

Product Achievement form fields

Field	Mandatory	Description
Name	Y	Specify the product achievement name.
Type	N	Select the achievement type. Available options: Certification Audit Rating inclusion Analytical report inclusion Register inclusion Compliance with a standard Award/Nomination Regulatory compliance Other
Service/Product	N	Specify a product or service for which you create the achievement.
Sales direction	N	Specify a sales direction the achievement belongs to. The field is completed automatically with the first found sales direction of the current user. You can change this value.
Responsible	N	Specify an employee responsible for the achievement. The field is completed automatically with the current user. You can change this value.
Content	N	Specify the content related to the achievement.
Description	N	Add the achievement description.
Link to achievement or event	N	Specify an external link to the achievement or an event related to it.
Tags	N	Specify the tags related to the achievement.
State	N	Select the current achievement state. Available options: New – the achievement record is added but has not been worked on yet. Planned – the achievement receiving is planned. In progress – the work on receiving the achievement is in progress. Received – the achievement has been received and is relevant at the moment. Expired – the achievement has been received but is no longer relevant. Failed to receive – the achievement was not received.
Image	N	Add an image illustrating the achievement.
Expected receiving date	N	Specify the expected receiving date of the achievement.
Receiving date	N	Specify the actual receiving date of the achievement.
Expiration date	N	Specify the date when the achivement stops being relevant.

Related lists

• Publications – the list of publications in which the same content item as the one in the achievement is specified.

The Activity Feed widget is located on the saved record form with the Additional Comments and Work Notes tabs.