Add a Sales Quota
You can apply sales quotas to teams, territories, and leaders. You can apply existing quota templates or create new quotas.
- Select the Quotas module to open the Quotas page.
- Select Edit > Add Quota.
- In the Template name drop-down list, select a quota template to base the quota on.
- Select the leader, team, or territory that the quota applies to.
If necessary, adjust the other properties of the quota.
- Click OK.