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Change a Goal Date
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Goal dates can be changed at any time. The below scenarios are the typical use cases.

 

INDIVIDUAL USER

  1. Navigate to the applicable course and scroll to the Users section.
  2. Enter the user's name in the Search, select the user, then click the box beside their name. This will allow the Edit button to be selected.
  3. Select edit and change the Goal Date as needed and Save.

 

 

 

 

SEVERAL USERS

Follow the steps above; use the Search function to select the applicable users

 

 

 

ENTIRE USER GROUP, ORGANIZATIONAL GROUP, TERRITORY

Follow the steps above; click the arrow to the far right of the Search field to open additional filters and select the applicable one.

 

 

 

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