You can add a new Goal Sheet by performing the following procedure:
- Click
button from the Goal Sheet
The Goal Sheet – Add page is displayed.
- Enter a keyword to search for the Goal ID and click
icon to pick a Goal ID from the Lookup
- Enter the Goal Sheet ID.
- Enter a keyword to search for the Territory ID and click
icon to pick a Territory ID from the Lookup
- Enter a keyword to search for the Payee ID and click
icon to pick a Payee ID from the Lookup
- Enter a keyword to search for the Plan ID and click
icon to pick a Plan ID from the Lookup
- Enter a keyword to search for the Incentive ID and click
icon to pick a Incentive ID from the Lookup
- Click the field adjacent to Plan Start Date and select the start date from the calendar.
- Enter comments in the text field provided adjacent to the Comments
- Click
button to save the Goal Sheet details.
You can also click button to save the Goal Sheet and add another one.