Promoting Sub-Goals to Goals

Is it possible to promote a sub-goal to a goal without having to re-enter it in the Goals module?

Yes! Go to the sub-goals parent goal page where you’ll see the sub-goal listed (possibly with other sub-goals). Hover the “…” overflow menu and choose Disconnect sub-goal:

That sub-goal will now become a goal, either a Company goal or a Team goal (the one shown becomes a Sales team goal). That’s true regardless of whether the goal you’re promoting was a sub-goal, sub-sub-goal, etc.

I believe that is the only promotion option, and there’s no corresponding demotion option, as far as I know.


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Thanks for the quick answer!!

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