Setting Goals for your Sales team will help them perform better and track their sales performance.
Editing a Goal
Goal details like Expected number/Value of Goals, Time period and Pipeline can be updated using edit option. However, the assigned user for a Goal cannot be changed.
To Edit a Goal,
- Navigate to CRM
- Click on Goals tab
- Click on edit icon next to the goal (Ref 1.1)
- Enter the changes (Ref 1.2)
- Click on Save
Deleting a Goal
All the data from a Goals will be lost and cannot be recovered when a Goal is deleted.
To delete a Goal, click on the cross icon next to the Goal and confirm the same.
- You need Admin privileges to perform above actions.