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How to see goals from the clients tab
How to see goals from the clients tab

Here is the description in order to see the objectives directly in the client tab.

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago
  1. Go to the customer tab;

  2. Hover over the desired customer;

  • If you click on "Goal", you will be redirected to the list of customer goals.

  • If you click on the displayed objective, you will be directed to the specific objective. You will be able to see it or modify it if you wish.

  • In the event that the client has no goal created, you can click on the link to make one.

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