Creating & Cloning Yearly Goals
1. Navigate to the Goals Management Dashboard under the Sales Administrator Tab. Click Create New Goal
2. If this is a yearly clone over, select the Clone Multiple Goals tab. Otherwise fill out the single goal form and save.
3. If this is a Yearly Clone Over, select the Department and Sub-Department this applies to.
4. Select all rows and then the Mass Clone button
5. You can then mass-update the Cloned Goal's Year, then adjust pricing
6. Finally, update the Goal Amounts for each user and make any necessary changes for inactive user.
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