Goal Templates

in Goals 4 comments

We have some common goals that are set across our customer base and our CSMs are asking for a way to review these and select them for their customers.

It would be great to have a Goal Template feature, similar to what is available with the new Task Management functionality.

Admins can then set common goals at a global level and CSMs can set common goals at a personal individual level.

8
8 votes

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