How to edit your Pipeline targets?

There are two ways to set your Pipeline's sales targets:

  • Set individual targets
  • Set default sales target.

Set individual targets

  1. Open PipelineTarget Edit (see A). 

  2. In the Edit sales target pop-up, enter individual monthly targets for you or your team member in the boxes provided (see B).

  3. Click Save to submit changes.


Set default sales target

  1. In the Edit sales target pop-up, click on the pencil beside a team member’s name (see C).
  2. Enter default value sales target value (see D) & click on the blue tick to set default sales target.

  3. Click Save to submit changes.

NOTES
  • Default target value for a team member changes the target value for all months into the future except those which you have already manually set.

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