Sales Intelligence Platform

Hello,

I have my team using Sales Intelligence daily, but as I have mentioned previously, it would be extremely helpful if I could gain access to the area where I can manually set the Monthly goals for each agent, as well as the weekly goals for SI Reports generated.

These two areas, in their current status, are very prohibitive, as outlined in the Loom video below:

https://www.loom.com/share/1b8281a0f5fd4acaa4c089dc4db7d0ee

Lastly, I have submitted a few use cases for why a dedicated URL for each Sales Agent is important. This helps with tracking which prospects are selecting to either schedule a demo or speak directly to the person who sent out the report. This function already exists within the Self-Serve Lead Capture form.