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Categories CRM App
Created by Guest
Created on Oct 12, 2022

Goals - Track goals by team, industry, territory or pipeline

Goals in Prospect CRM allow you to set monthly sales goals per customer or account manager.

It would be good if monthly sales goals can also be set by team, industry, pipeline or territory etc.

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  • Guest
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    Dec 19, 2023

    Just lookin to see if this is something that will be coming in any new release as the goals per team or group of account managers/salesperson would be very useful for us

  • Guest
    Reply
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    Oct 31, 2023

    Some of our customer set goals for their account managers to hit as a team. Some managers might bring in more revenue than other, but would all be working towards the same goal in their team.

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