Morning! How can I create sales quotas for reps pe...
# general
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Morning! How can I create sales quotas for reps per customer? I don’t seem to have an option on quotas to create it by customer. We have different sales quotas each month for a rep’s customer and we have more than one rep per customer.
Hey all. For historical info, I did figure this out. I created a custom record for sales quotas including the customer and sales rep. I made fields for each month. I could attach this record to both customers and reps, then made the customer and rep fields “Item is parent”. I’m able to have filtered sublists for quotas for both entities. What’s great is I can report on the monthly sales vs. the monthly quota!