Saved views, sales targets and the calendar

Save the lists you use every day, choose their columns, set monthly targets for your team, and plan follow-ups on a calendar.

Saved views

On Leads, Deals, Contacts or Companies, set the filters you want, such as New leads from Website owned by you.

1. Click Views and choose Save these filters as a view.
2. Name it. Admins and managers can tick Share with the whole team.
3. Click Save.

Open it again any time from Views, under My views or Shared with the team.

Choose the columns

Click Columns, tick the columns you want, and click Apply. Each person chooses their own.

Sales targets

Admins and managers set targets under Settings › Business settings › Sales targets.

1. Choose the month.
2. Enter a target for the Whole team, and for each person if you like.
3. Tick Use the same targets for the 11 months after this one too to fill the year, then click Save targets.

The Dashboard then shows a target meter for the month: how much is won, whether you're on track or behind pace, and the wins of the last 6 months. Salespeople see their own target.

Commission

On the same page, under Commission, enter each salesperson's percentage and click Save commission.

Reports › Commission then shows, for any dates, what each person earned. It counts the money received in that period on invoices linked to a deal - an invoice made from the deal, or from its quote or order - for the deal's owner. It uses the amount before tax: if half of an invoice is paid, half its pre-tax value counts. Click Payments counted to see each payment. Salespeople see only their own commission.

The calendar

Go to Activities and click Calendar.

• Switch between Month and Week.
• Drag a call, meeting or task to another day to move it. Its reminder moves with it.
• Click a day to plan something on that day.
• Choose whose follow-ups to see: yours or everyone's (admins and managers), and which types.

On a phone, tap a day to see its list.