GOALS: Getting Started

If you would like to create a new Goal, this can be done by navigating to the main dashboard at CRM–>Goals, and clicking the + button.

From here, you will be able to create a new Goal by filling out the corresponding fields. Among the required fields are assigning the Goal to a Contact or Company, filling in the Goal’s name, due date, and description, and setting who can view the Goal in the Visibility Options. 

Additionally, the Goal can optionally be assigned to a category, as well as have “Bid” options set for it. These Bid options are a way for you to assign a monetary value to the Goal, along with the type of Bid (such as one-time or “fixed”, per year, etc). When everything is set the way you desire, just click “Add” to save the Goal.

VIDEO: How to create Goal Categories

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