Creating a main objective
Click on the "contacts" tab, then choose the customer for whom you want to add a goal.
Click on the "Objectives" tab.
Click on the "+ new".
Enter the information (title, due date, activity, etc.).
Sharing the objective with the client
The customer must be included in the visibility in order to have access to it through his customer account.
Visualize the client's objective
You will be able to view the current objective in the "Overview" tab of the client.
The progress will be displayed with the orange colour that will fill the semicircle.
The secondary objective will display as a green circle.
To view past or archived goals, go to the "Objective" tab.
To learn more about sharing goals with clients, click here.
To learn more about planning, click here.
To learn more about sharing rights from one lens to another professional, click here.