Salesmate allows you to maintain a clean and focused goal environment. If a goal is no longer relevant or has been achieved, you can easily remove it.
Note: A User will appropriate rights can perform this action. Learn More
To Delete the Goal,
- Access Goals from the left sidebar.
- You will be redirected to the Listing Screen.
- Hover over the Goal you wish to delete, click on the Actions button and select Delete option.
- A confirmation popup will appear.
- You will have to confirm the deletion by submitting Goal Name.
- This will also delete all goal progress tracked so far and the targets you set.
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