Adding or modifying quota details of a salesperson by site

  1. Select Settings > Event Financials > Quotas - By Site. The Quota Details page is displayed.
  2. Select a fiscal year and a site. The quota details of a salesperson for the selected fiscal year and site are displayed.
  3. Click Edit. The Edit Quota page is displayed.
  4. Add or modify the quota details of a salesperson for each period.
  5. Click Save.