Configuring Targets

Create and manage Sales targets per user

Create and manage Leads actioned targets per user

Create and manage Appointments created targets per user

Create and manage Activity targets per user

Create and manage Product targets per week/month/quarter or year.

Introduction

Targets can be set up in the following areas: Sales, Leads, Appointments, Activities and Products.

Note - if you can't see this option you will need to go to the User Access Options to enable the Targets option.

See Dashboards-Sales Targets for more info on using the Targets to create charts.

Add a new target then add new user target

Add a new target then add new user target

This can then be used in the Lead Management area per user:

You can set appointment targets for your sales team.

Add a new target then add new user target

This target can then be used to create a Target chart, for example.

Add a new target then add new user target

Targets can then be used to create Target Charts For example:

Add a new target then add new product target