Add a Sales Quota

Updated 2 years ago by Celina Kwan

To complete this procedure, you must have the Insert permission for Quotas,

You can apply sales quotas to teams, territories, and leaders. You can apply existing quota templates or create new quotas.

Only one quota can be applied to a team, territory, or leader for each fiscal year.
  1. Select the Quotas module to open the Quotas page.
  1. Select Edit > Add Quota.
  1. In the Template name drop-down list, select a quota template to base the quota on.

  1. Select the leader, team, or territory that the quota applies to.

If necessary, adjust the other properties of the quota.

  1. Click OK.

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