Account ScienceBusiness Planning
Edit an objective
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You can change an objective at any time, but in fact, you’re more likely to edit it to show progress
- Open the account and navigate to Business Planning
- Select the objective in the Objectives list
- Click Edit Objective on the Actions tab
- Click in any field to make amendments
- Click in the Percent Complete field to indicate your progress towards completing the objective, e.g. if you have created five actions against the objective and two of the actions are complete, then your progress would be 40. This measure is indicated on the business plan timeline
- Click the Update button to confirm your changes