How to Create a Custom Goal and Track It On Your Dashboard

  1. Go to My Business, and click on Weekly Activity Goals.
  2. Click on the drop-down menu Select Custom Goal.
  3. Select Add Custom Goal.
  4. Type the name of your goal in the text box and click Save.
  5. Now that you’ve created your goal, enter a number for your weekly target, check the box under Display on Dashboard and click Save Changes.

To track an activity to your custom goal:

  1. Click the Add Activity dropdown arrow in the upper right corner of the Relationship Profile, and select Other.
  2. Click the drop down menu Activity Type select your custom goal.
  3. Make sure you check the box I asked for a referral in order to count this towards your goal.
  4. Click Save.

 

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