Activity goals details

You can define activity goals for any user that you have access Corporate administrators can create goals for all users. Property administrators can create goals for users that also have access to a property where they are an administrator. to. To enter a goal, click next to the salesperson's name, enter the goal amount for each applicable activity type, and then click Save. To enter goals for the next salesperson, click Save & Next.

You can enter goals as weekly, monthly, or quarterly. If you track goals on a monthly basis, then enter the goal in the Monthly column—no need to define Weekly or Quarterly. However, when you run the Activity report, the Goal Consumption field in the report must match what you've entered here. So in this example, the Goal Consumption field would be set to Monthly.

Let the team know if you entered weekly, monthly, or quarterly goals—so they know what to select when running the Activity report.