Salesperson Goals

If your company wants to track your salespeople’s goals for the year. You can enter them below:

1. On the side panel go to General Setup
2. Go to Marketing
3. Select Create and Edit Sales Persons Goals
4. Open the Sales Person Goals window by clicking on the pencil icon or by double-clicking on the Sales Person row.

5. Confirm you have the right sales person and cost center.

6. From the drop down menus select the month and year.

7. Type in the revenue goal.

8. Click Save New to continue adding revenue goals, or Save Done to save and exit.