Account ScienceBusiness Planning
Complete an objective
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Once all the actions associated with an objective have been completed, the objective itself can be completed.
- Open an account
- Click Business Planning on the Navigation tab
- On the Business Plan Objectives list click to select the objective you wish to complete
- Click Edit Objective on the Actions tab to open the objective
- Update the Percent Complete field to 100
- In the Outcome section, click the calendar button and select the completion date
- Click in the Description field to add any notes relevant to the objective
- Click the Update button to confirm the completed objective
- On the Timeline tab, hover over the objective indicator to view the details