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View and edit an Account Goal

View and edit an Account Goal

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View and edit an Account Goal

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Important: Goals can be viewed and edited by two different methods.

 

1.To view/edit a Goal from the Account screen:

a.Locate the Account with goal you want to view/edit.

b.Account screen will display.

c.Click Goal at sidebar accordion.

 

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d.Click the Goal you want to edit or view. The Goal dialog window will display.

 

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e.View/Edit the Goal information as needed.

f.Click OK to save and close.

2.To View/Edit a Goal from the Account Planning tab:

a.Click the Account Planning tab within the Accounts section.

b.The Account Planning screen will display with the Accounts that goals have been made for, in alphabetical order.

i.Or the specific Account desired to view/edit can be selected from the Account drop down menu.

c.Move the cursor over the goal/s associated with the Account.

d.Three buttons will display right of the Goal: Edit Goal, Add Task, Add Meeting.

 

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i.The Task and/or Meeting added to the Goal can be viewed/edited from the Account Planning screen, along with usual methods.

e.The Goal dialog window will display.

f.View/Edit the Goal information as needed.

g.Click OK to save and close.