Sales Quotas

by NS-Team

Define Quotas for your Sales Reps and visualize achievement and forecast.

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#1283 - Team Targets

Open Feature created by Chris.Louder 5 years ago

Hi,

I'm setting up Sales Quota.

People have individual targets, but our agents work in teams and there are team targets as well.

Is there any way to add team targets, or create teams in Sales Quota?

Best, Chris

  1. bluquet member avatar

    NS-Team Provider Affiliate

    5 years ago

    Hi,

    This is currently not possible but it looks quite interesting. Are you using Security Groups to define teams or is it a specific module (if already implemented in your CRM)?

  2. Chris.Louder member avatar

    Chris.Louder

    5 years ago

    No not yet implemented, working out the best way to do this.

  3. Chris.Louder member avatar

    Chris.Louder

    5 years ago

    Hi NS-Team

    If this is not possible, could we discuss bespoke further development of your tool for us?

    Best, Chris

    • bluquet member avatar

      NS-Team Provider Affiliate

      5 years ago

      Hi,

      Sure, we can. If you need to send us confidential information, could you please contact us at support@quickcrm.fr?

      Thanks

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  • Supported Versions
  • 7.1.0 to 8.4.2

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