Goals

Accessing Goals

Goals allow you to clearly define expectations from your salespeople, and this feature allows you to easily keep track of where your team is at.

To access your goals, complete the following steps:

  1. Click Sales using the left-hand navigation menu to display the Sales window.

    Screen Shot 2021-12-27 at 1.56.12 PM
  2. Click the Goals tab to display the Goals Management window.

    Screen Shot 2021-12-27 at 1.57.15 PM