Add New Goal Master

You can add a new Goal Master by performing the following procedure:

1. Click button from the Goal Master

The Goal Master – Add page is displayed.

2. Enter the Goal ID.
3. Enter a description for the goal in the Goal Description field.
4. Click the drop down list adjacent to the Goal Frequency field and select the Goal Frequency. Available options are the following:

• Monthly
• Bi-monthly
• Quarterly
• Half Yearly
• Annual
• Other

5. Click the drop down list adjacent to the Goal Unique By field and select the unique value that represents the Goal. Available options are the following:

• Payee
• Plan/Payee
• Territory

6. Click the field adjacent to Effective Start Date and select the start date from the calendar.
7. Click the field adjacent to Effective End Date and select the end date from the calendar.
8. Enter the owner name. By default this is populated with the logged in user name.
9. Click button to save the details.

You can also click  button to save the Goal Master and add another one.