Tracking SMS Goals in Bullhorn

Setting Up SMS

With Bullhorn's Goals and Quota's feature you, as a Bullhorn admin, can ensure your team is hitting their SMS goals on either a weekly or monthly basis.

Steps

  1. Click on your Bullhorn Menu.
  2. Visit System Settings.
  3. Type "note" and filter by that.
  4. Scroll down until you find "commentActionList", then click the arrow to open it.

  5. Add "Outbound SMS" as a note. Optionally, you can add Inbound SMS as well at this time.
  6. Select Save Changes in the upper right.