Adding or modifying quota details of an event type

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