🎯 Set up quotas
Updated
To set up or modify the quotas for your users, you can go to the "Quotas" tab of the app.
List
This view lists all the quotas created by the administrator of the company. You can eventually filter them by plan (you'll see only quota needed for that plan), or by user (you'll see only quota that should be assigned to a list of users based on their plan assignment).
Type your values
To assign values, click on the "Assign" icon.
You arrive on the table view. Each one of those line represents a salesrep that need this quota, based on plan configuration and assignments of the user. Click on a cell to edit its value.
