Updating Sales Quotas in Autotask | Scribe

    Updating Sales Quotas in Autotask

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      In Autotask, navigate to the "Admin" section.
      Expand "Sales & Opportunities"
      Select "Sales Quotas"
      Select the Month and Year you want to add a target for, or update.
      If you're adding target information, select "New Sales Quota"
      Select the "Sales Resource" from the list, and "Save & Close"
      Enter the Sales Target for that month in "Total Margin Closed", and Save when done.
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