Edit sales goals

Administrators can use the Sales Goal Edit page to modify the details of a sales goal.

To edit a sales goal

  1. Open the property, go to the Sales Goals section, and click Edit next to the goal.
  2. Make the necessary changes to the goal information. See Create sales goals for details on individual fields.

    The required fields display a red indicator. These fields need to be complete before you can save the record.

  3. Click Save.
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Overview: Sales goals

View sales goal details

Clone sales goals

Delete sales goals