How to edit pipeline targets
Set monthly sales targets by default or customize them for a specific month.
- Only the Account owner or an Admin can edit the target for all users.
- Users can edit their own targets if they have permission.
Update the Default box with the target amount. Repeat for each member of your team. → click Save.
💡 Setting a default target applies to all future months, except those already set manually.
Enter amount targets in the boxes under each month. Repeat for each member of your team. → click Save .
