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How to set up team goals

This how-to guide walks you through the step-by-step process of setting up effective team goals based on your dealt won value.

victoriaworkflowsvictoriaworkflows
·12 steps·56 views·Published

This how-to guide walks you through the step-by-step process of setting up effective team goals based on your dealt won value. Follow these simple instructions to establish clear monthly and quarterly targets for your team, ensuring everyone stays aligned and motivated.

Step-by-step Guide12 steps
  1. Click on "Click here."

    Click on "Click here."
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  2. Click on "Click here."

    Click on "Click here."
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  3. Click Goal

    Click Goal
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  4. Click WonBased on the number or value of won deals

    Click WonBased on the number or value of won deals
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  5. Click Continue

    Click Continue
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  6. Click User

    Click User
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  7. Click Team

    Click Team
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  8. Click Monthly

    Click Monthly
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  9. Click Quarterly

    Click Quarterly
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  10. Click on "Click here."

    Click on "Click here."
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  11. Type "12000000" in Insert value

  12. Click Save

    Click Save
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