Use activity and appointment targets to follow-up your team's performance. Activity targets are set per user per month and can be followed up on in the Report Center.
Where do I configure targets?
Activity targets can be found in the settings under CRM and then targets. You need to be an administrator to view and add targets.
Setting a target
Set a target by first selecting an activity type and then set the target per user. Click on the users month column and set a target for that month.
If you want to clear all future targets for a single user, select the user and the month you want to keep and click the arrow icon.