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.
Hello! My name is Hallie, and I'm a Program Manager on the CXM Team. The ability to import Goals via CSV is being rolled out to accounts over the next couple of weeks, so you should see this in your account shortly if you do not already. We hope you enjoy!
Hello! My name is Hallie, and I'm a Program Manager on the CXM Team. The ability to import Goals via CSV is being rolled out to accounts over the next couple of weeks, so you should see this in your account shortly if you do not already. We hope you enjoy!
