There is an easy way in which you can determine if your clients are achieving their goals, challenges, plans, etc. 

You can create checklists to keep track on your customer's progress. 

Open your location menu and click on checklist, then you can create your new checklist, or edit the existing ones: 

To assign the checklist to your contacts you have to go to your client's profile and select the checklist or checklists you want for that customer:


This is a very useful way to keep track about your client's progress, just choose the activities they have already done or achieved. 

Did this answer your question?