Adding or modifying quota count details of activity category type

  1. Select Settings > Activities, Tasks and Appointments > Quotas - By Site / Activity Category Type. The Activity Quota Details page is displayed.
  2. Select a Fiscal Year, Site, and Activity Category Type.
  3. Click Edit. The Edit Activity Quotas page is displayed.
  4. Add or modify the quota count details of each month for the selected fiscal year, site, and activity category type of a salesperson.
  5. Click Save.