sales targets

1Tool | Sales goals 1

Under Properties - Sales - Sales Opportunities - Sales Targets you can make settings for sales partners, their sales goals and the sales goals of your users.

1Tool | Sales goals 1
Under the tab “Distributors“, you can define contacts or companies with whom you work together on projects and organize them into lists.

1Tool | Sales Goals2
Under Sales Goals you can set the sales goals for all users 1Tool Define user. Simply set up the user, the turnover in euros and the corresponding month and then click "Save". Below you will see a list of all the sales targets created, which can be deleted at any time.

1Tool | Sales Goals3
If you click on “Show additional options” you have the option to link your users’ sales goal to a sales partner.

The sales targets for channel partners are created in the same way as for users.

1Tool | Sales Goals4