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

Set individual targets

1
Open the  Pipeline page → beside the  Target button select  Edit
2
In the Edit sales target pop-up, enter individual monthly targets for you or your team member in the boxes provided.
3
Click Save.

Set default sales target

1
In the Edit sales target pop-up, click on the pencil beside a team member’s name.
2
Enter a default value & click on the blue tick to set the default sales target.
3
Click Save.


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.