How to edit your Pipeline targets?

To tailor monthly sales targets in your pipeline for you and your team member go to  Pipeline and clicking Edit in the grey Target box.

There are two ways to set sales targets:

  • Set individual target
  • Set default sales target

Set individual target

  1. In the Edit sales target pop-up, enter individual monthly targets for you or your team member in the boxes provided.
  2. 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.
  2. Enter default value sales target value.
  3. Click on the blue tick to set default sales target.
  4. 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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