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?
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?

How do I install the Targets add-on?

The Targets Add-on is available under Extension Store > Add-ons.
Follow these steps to install the Targets Add-on:
  1. Log in to the CRM. 
  2. Go to Add-ons. The Add-ons page opens.
  3. Type Targets in the Search bar. The Targets Add-on will appear.
  4. Click Install.
Once installed, you will find the Targets Add-on under Essentials > Others.

 
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