How to Add Organization Level Sales Targets?

Note: Design/UI/Button/Terms might change in order to provide a better user experience. Users are suggested to read this article in order to have a basic understanding of the ORGTraq Software.

Step 1: From the left side menu bar select the “CRM” module and click on “Organization Targets” from the menu dropdown. (CRM > Organization Targets)

Step 2: You will be redirected to the “Manage ORG Targets” page.

Step 3: Click on the “Add Target” button from the top right corner.

Step 4: Fill in the details of the target you want to set. This organization-level target syncs with the team & individual-level targets.