Performance Goals - BizBone

Set a Performance Goal

1

Navigate to Performance Goals

PM PG Nav

2

Select Set Performance Goal

PM PG Set Goal

3

Fill in the required information

PM PG Set Goal C

Select Save to complete or Cancel to exit without saving changes.

Add an Ad Hoc Opportunity

1

Navigate to Ad Hoc Opportunity

PM PG Ad Hoc

2

Select Add Ad Hoc

PM PG Add Ad Hoc

3

Fill in the required information

PM PF Add AH C

Select Save to complete or Cancel to exit without saving changes.