Add New Goal Sheet

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

1. Click button from the Goal Sheet

The Goal Sheet – Add page is displayed.

2. Enter a keyword to search for the Goal ID and click icon to pick a Goal ID from the Lookup
3. Enter the Goal Sheet ID.
4. Enter a keyword to search for the Territory ID and click icon to pick a Territory ID from the Lookup
5. Enter a keyword to search for the Payee ID and click icon to pick a Payee ID from the Lookup
6. Enter a keyword to search for the Plan ID and click icon to pick a Plan ID from the Lookup
7. Enter a keyword to search for the Incentive ID and click icon to pick a Incentive ID from the Lookup
8. Click the field adjacent to Plan Start Date and select the start date from the calendar.
9. Enter comments in the text field provided adjacent to the Comments
10. Click button to save the Goal Sheet details.

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