Editing Goals

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You may wish to edit or update goals that you have previously recorded for a client. 

To edit overall goals and/or overall strategy for a client:

  1. Navigate to the client that you wish to edit goals for.
  2. Click the Goals & Strategy icon  in the vertical nav. 
  3. It will default to the Overall Goal & Strategy sub tab.
  4. Click the   icon.
  5. Make the required changes. 
  6. Click Save.
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