Clone sales goals

Administrators can clone an existing sales goal to create a new sales goal with similar details.

To clone a sales goal

  1. Open the property, navigate to the Sales Goals section, and click the sales goal you want to clone.
  2. Click Clone at the top of the page. The New Sales Goal page opens.
  3. 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.

  4. Click Save.
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Overview: Sales goals

Edit sales goals

View sales goal details

Delete sales goals