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 install the Targets add-on?
How do I access the Targets add-on?
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?
Can I add targets to line items?
Table of Contents
Yes, you can set up targets at the product line item field level for Deals, Sales Orders (SO), Quotes, Invoices, etc.
With this, a salesperson responsible for selling a product with a target attached to it can achieve the target through Deals, SO, Quotes, or Invoice line items.
You can also set up targets for a group of products or services by using the Group Wise field.
With this, a salesperson responsible for selling a product with a target attached to it can achieve the target through Deals, SO, Quotes, or Invoice line items.
You can also set up targets for a group of products or services by using the Group Wise field.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment