FAQs in this section
What is the Targets Add-on in Vtiger CRM?
Who can set targets in the Targets module?
Can Targets be set on a monthly and quarterly basis?
What are the three target values in the Targets module?
What does the Target module List view display?
What is the purpose of Filters in the Target module List view?
What are the benefits of the Targets add-on?
How do I install the Targets add-on?
How do I access the Targets add-on?
Can I add targets to line items?
As an Admin, can I edit the target records created by other users in vtiger CRM?
Can I set quotas for users who do not directly report to me?
How can I view the progress of a user towards their target?
Is it possible to revise targets once they have been set?
What actions can you perform in the Target module List view?
Table of Contents
When you click on the More icon(three dots) of a Target record, you will find the following actions:
- Edit - This allows you to edit a Target record.
- Duplicate - This allows you to Duplicate a Target record.
- Delete - This allows you to delete a Target record.
- Set as Default - When you enable Set as Default, your Target record will be displayed in the List View of Targets add-on by default.
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