Has anyone setup customer based Quota's? or do I n...
# general
k
Has anyone setup customer based Quota's? or do I need to use ASA?
r
Seen online: Not natively, but there’s actually a whole lot of different ways you could probably accomplish the same thing, just depends on your specific requirements. Two ways off the top of my head: You could create a dummy sales rep employee that represents this customer and then select this employee as the sales rep when you pick the relevant customer (or create a workflow to do the same). Then use the native sales rep quotas as normal for this “customer”. You could just add a field to the customer and run some reporting to determine if they’re meeting their quota.