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 actions can you perform in the Target module List view?
What are the benefits of 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?
How do I install the Targets add-on?
Table of Contents
The Targets Add-on is available under Extension Store > Add-ons.
Follow these steps to install the Targets Add-on:
Follow these steps to install the Targets Add-on:
- Log in to the CRM.
- Go to Add-ons. The Add-ons page opens.
- Type Targets in the Search bar. The Targets Add-on will appear.
- Click Install.
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