Clone sales goals
A fast way to create a new sales goal is to copy, or clone, an existing one that has similar details. Only administrators can clone sales goals.
To clone a sales goal
- Open the property, navigate to the Sales Goals section, and then click the sales goal you want to copy.
- 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.
The required fields are displayed with a red indicator. These fields must be completed before you can save the record.
- Click Save.