How to edit your Pipeline targets?

Set monthly revenue targets in your CRM in two ways; individual and default sales targets.

In this article:
Set individual targets	Set default sales target

Open the Pipeline page → beside the Target button select Edit.

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

Click Save.

In the Edit sales target pop-up, click on the pencil beside a team member’s name.

Enter a default value & click on the blue tick to set the default sales target.

Click Save.

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.