How to Assign the Target in WeekMate CRM

How to Assign the Target

Overview

The Target Assignment feature in WeekMate CRM allows managers to assign sales targets to employees and monitor their progress over a defined period. By setting measurable goals, organizations can track individual performance, evaluate sales activities, and ensure employees stay aligned with business objectives.

The Target module also provides filtering options to help you quickly locate target records based on different criteria before creating or reviewing assignments.

Before You Begin

Before assigning a target, make sure:

  • You are logged in to your WeekMate CRM account.
  • You have permission to manage sales targets.
  • The employee has already been added to the system.
  • The target amount and duration have been finalized.

Steps

  1. Log in to your WeekMate CRM account.
  2. Navigate to the Target module from the sidebar.
  3. Use the available filters, such as Performance By, Assigned By, and Applied Filter, to locate the required employee or target records.
  4. Click Search.
  5. Click Assign Target.
  6. Select the employee.
  7. Enter the target details, including the target amount or value.
  8. Choose the applicable target duration.
  9. Review the information to ensure it is correct.
  10. Click Save.

The target will be assigned successfully and will be available for tracking within the Target module.

Video Tutorial

Watch the video below for a complete walkthrough of assigning a target in WeekMate CRM.




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