On this video you can see how to create a goal on the iPad CRM app to keep track of the proposals which have been closed, the ones which are planned to close on the selected time period and the gap to hit the planned sales goal.
Sections:
Setting a Sales Goal introduction (00:00)
Creating a sales goal (00:12)
Changing a sales goal (00:36)
Deleting a sales goal (00:56)
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