How to add, manage ,download and delete targets for the Team?
“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:
- Target Type
- Product/Service
- Lead Target (Reported)
- Lead Target (Converted)
- Month Name
- Year
- 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 ➖
- To Download the target details, click the "Download button" in the top right corner.
Delete the Target ➖
- 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.