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All > Managing Your Clients > Goals and Accounts

Goals and Accounts

  • To add the specific goals or objectives for each client account we click on Goals and Accounts
Goals and Accounts
  • To Add new goals you click on Add New Goal
New Goals and Accounts
  • Type the new name for the goal and click on the tick to save
Test Goals and Accounts

You can add as many goals as you want by clicking on Add new Goal