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Create a Goal for an Account

Create a Goal for an Account

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Create a Goal for an Account

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Important: Goals can be created by two different methods.

 

1.To Create a Goal from the Account screen:

a.Locate the Key Account you want to create a goal for.

b.Click the Add New button at top center of button row. The drop-down list will display.

 

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c.Click Goal, the Goal dialog window will display.

 

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d.Enter the Goal information.

e.Click OK to save and close.

2.To Create a Goal from the Account Planning tab:

a.Click the Account Planning tab within the Accounts section. The Account Planning screen will display.

b.Select the Account you want to make a goal for from the Account drop menu.

c.The Account Planning screen will display with the Account selected.

d.Move the cursor over the Account name.

e.A button saying Add New Goal will display right of the Account name.

 

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f.Click Add New Goal button. The Goal dialog window will display.

g.Enter the Goal information.

h.Click OK to save and close.

 

 

 

 

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