Hello, Could you help me please, I need to set a sales goal by user (salesperson) no just by sales team.
I will appreciate a lot your help!!! Thank you!
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Hi,
If you are on v15, you can assign salespeople to multiple sales teams. The simplest approach here would be to create a sales team for each user and define the invoicing targets there.
If you are on an earlier version then there are many ways that you could track this easily through custom fields.
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Yes, I'm using v15... Thank you!