“Add, Manage, Download Target Easily“ easily by following these steps ➖

Step 1➖ First Login to Sales CRM.

Step 2➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.Click on the “Team Performance and the click on Manage Target”

Step 3➖Clicking on the “Manage Target” opens a page where you can see a List of all Employee Target.

Step 4➖ To Set employee’s targets, click the "+" button in the top right corner.

Step 5➖ Clicking the "+" button opens a Pop-up window where you can fill in the following employee target details:

1. Target Type
2. Product/Service
3. Lead Target (Reported)
4. Lead Target (Converted)
5. Month Name
6. Year
7. Target Amount

Once you've filled in all the details, click "Submit" to Set the employee's target. Click "Reset" to clear the form and start over.

Download the target Details ➖

1.  To Download the target details, click the "Download button"  in the top right corner.

Delete the Target ➖

1. To Delete an employee's target, click the "Delete" button. A confirmation Pop-up will appear. Click "Yes" to confirm deletion, or "Cancel" to return to the target details.

Admin

July 04, 2024

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