Adding Goals

Adding Goals

Once you have invited your clients and prospects to use the Client Dashboard, you can add goals to their profiles. Additionally, your clients and prospects are able to go into their dashboard and add, edit, and delete these goals.

Watch this video to learn how you and your clients & prospects can add goals to their dashboard.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.