Clone sales goals
Administrators can clone an existing sales goal to create a new sales goal with similar details.
To clone a sales goal
- Open the property, navigate to the Sales Goals section, and click the sales goal you want to clone.
- Click Clone at the top of the page. The New Sales Goal page opens.
- Update the sales goal details, as needed. See Create sales goals for details on individual fields.
Depending on your experience, either an asterisk or a red bar indicates a mandatory field. These fields need to be complete before you can save the record.
- Click Save.