Edit sales goals

Using the Sales Goal Edit page, an administrator can modify the details that have been entered for a sales goal.

To edit a sales goal

  1. Open the property, go to the Sales Goals section, and then 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 are displayed with a red indicator. These fields must be completed before you can save the record.

  1. Click Save.
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View sales goal details

Clone sales goals

Delete sales goals

Overview: Sales goals