Navigate to the goals page.
To create a goal set, click Add a Goal Set.
Name the goal set and add a description.
Add an activity or performance goal.
Add a custom name for the goal, choose the corresponding activity that will count toward the goal, and set a frequency for the goal.
Make the goal quantifiable by adding a requirement by segment, premise or total.
Click Save Goal.
Upon creation of a goal set, toggle back to the appropriate user’s page and assign it accordingly.
To edit, duplicate or delete a goal set, click on the three dot icon.
***Your CSM is here to help you get the most out of Overproof and help to create goals that will align with your company KPIs.