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Status: Idea Submitted
smulhollen
Submitted by on ‎Jan 5, 2021 10:00 AM

Import Goals

We use goals to enter a monthly quota for sales reps.  Unfortunately, there is not a way to import a spreadsheet of 30 sales reps into goals.  I have to manually enter each month for them.  Would love to import the whole spreadsheet.

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3 Replies
advmxx
Member
‎Apr 7, 2022 4:32 PM

This would be helpful. The new goals page is great, but setting the values manually is a challenge for large scale teams

MBushinski
Participant
‎Apr 7, 2022 8:44 PM

This would be extremely helpful! I have the same issue. 20+ sales reps with different and escallating monthly targets. 

GKorff
Member
‎May 2, 2022 6:30 AM

I agree with the other community members. The goal feature was gratefully adopted by our client and he asked immediately: Can I import the data for all my sales reps? Please add an import functionality!