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  • Goals
    • How To Create A Goal
    • Creating Milestones
    • Tracking Hours
  • Client Management
    • How To Add Contacts
    • Updating Contact Notes
    • Creating Deal Prospects
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  2. Goals

Goals

Help guides on creating and managing your goals.

  • How To Create A Goal

    Creating Goals We draw inspiration from OKR frameworks to guide our Goals. Every goal is divided into milestones, allowing you to allocate and monitor hours accordingly. Step 1: Click the Operations tab Step 2: Click 'Goals' Step 3: Click 'Goal' b ...

  • Creating Milestones

    Create Your Milestones Dividing your goal into milestones can provide a clear visualization of your progress.   Step 1: Click '+Milestone' Step 2: Name your Milestone Step 3: Describe your Milestone Step 4: Click 'Add'

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