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Setting Up Individual Sales Quotas
Setting Up Individual Sales Quotas

How to setup sales quotas?

Christian Martin avatar
Written by Christian Martin
Updated over a week ago

Set up quotas for your salespersons to give them goals to go after and to easily track their KPIs.

  • To setup sales quotas select "Account" in the bottom left of your screen then "Account Settings"

  • From here select "Company" then from the company screen select "Individual Quotas"

  • Once the quotas dashboard has been opened hover over the designated sales person and select "Edit"

  • This will open a pop-out window where you can edit and set monetary as well as activity goals.

  • These quotas will show up under the individuals sales dashboard found under the "Sales" tab then select "Sales Team"


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