Microsoft Dynamics CRM 2013 Unleashed

Create New Goal

We are now ready to create a goal by completing the following steps:

1. Navigate to Goal and select New from the top navigation menu. The New Goal interface will open (see Figure 8.61).

FIGURE 8.61 Goal.

2. Next, complete the following fields on the form:

Name—The name of the goal.

Parent Goal—Whether this is a child goal.

Goal Metric— ...