Please provide a way to adjust the monthly goals for sales agents. The ability to change the goal would allow us to have consistency across the board when it comes to our Sales Agents

This request was submitted and completed prior to this.
However, I realize now that I could have better articulated my specific requirements regarding goal settings.
While the ability to adjust team goals on a global level is a great feature, I am looking for a way to set individual goals for each agent. This would allow us to assign loftier targets to certain team members based on their specific experience and job titles.
Additionally, regarding SI reports, it would be beneficial if the system could automatically disable the ability to run new reports once a set limit has been reached. Implementing this restriction would be a significant help in managing our operational costs.
Please authenticate to join the conversation.
In Review
π‘ Feature Request
2 days ago

Review Pulse 360
Get notified by email when there are changes.
In Review
π‘ Feature Request
2 days ago

Review Pulse 360
Get notified by email when there are changes.