How do I add targets?

You can add a target by clicking the + icon.
Note: The screen below appears right after you add the Targets add-on but are yet to add targets for your team. You can click the arrow beside the target name displayed if you have added targets.
Follow these steps to add Targets:

Log in to the CRM.
Go to Essentials.
Go to Others.
Click the down arrow below the Targets label.
Select the + sign to add a new Target. The Add Target window opens.
Enter or select information for the following:
1. Name: Enter the name of the Target.
2. Module: Select the module from the drop-down.
3. Assigned To: Select the name of the employee you are assigning the target to.
4. Date Field: Select the date field from the available options. It can have multiple options like Created Time, Modified Time, Opted-out Time, etc.
5. Value: The data in this field changes depending on the module you select. For example, if you select the Contacts module, the Value field will display Record Count. If you select Deals, the Value field will display options like Record Count, Amount, Weighted Revenue, Scheduled Forecast Total, etc.
6. Target From: Select the month and the year.
7. Period: Select the target period as Monthly or Quarterly.
8. Number of Periods: Select the number of periods for the target.
9. Group By: Select the Group By option. You group your targets based on the module you select, and the options displayed also change accordingly. For example, if you select Deals, you can group your targets by Sales Stage, Pipeline, Lost Reason, etc.
10. Choose Target Conditions: Select the following conditions for adding the target. The conditions listed will also change according to the module selected
  1. Select All Conditions (All Conditions must be met)
  2. Select Any Conditions (At least one of the conditions must be met)
Sharing: Select the user(s) you want to share the targets with.

Click Save.

If the target was added successfully, it will appear in the Targets List View. 

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