Where can I add the activity goals for my sales guys?

Where do I set up the goals for our sales people?

This takes place within the users settings. The user settings can be accessed by selecting "Toolbox" followed by "Admin". 

You will then select "User Administration" from the list.

The next step is to select "Edit" to the right of the users name. Scroll down and on the right side, you will see a section called "Weekly Goals" (If this section is not shown, make sure the user has "On Sales Activity Report" enabled.)

After you have entered the users weekly goals, make sure to select "Update User" to save the change.

The user will now appear within the "Sales Activity Report" (Found in the toolbox) where you can gauge what the tech has accomplished during or at the end of each day. 

Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk