Questions by Category: "Sales planning"

The Sales Planning App of Apptivo allows you to create calendars in the Ledger App of Apptivo. The created calendar can be added to the legal entities. Based on that, the Sales Planning...more

To view your Organization and Team's quota, Log in to the Sales Planning app. Click on the respective Fiscal Year you want to view from the left pane. Once you select, your Organizat...more

Sales Planning App helps you to plan for the sales targets along with the proper allocation of the targets quota for the organization, individuals and Corresponding Teams Quota. Here, y...more

Quick links is a feature which is similar to a shortcut link that guides you for reference. You can add your own quick links by customizing the settings. It can be accessed immediately ...more

Connect to your Apptivo account and select the App Store from the top right. You will be redirected to the App Store of Apptivo. Select the CRM option from the App Categories...more

A quota is a target amount for selling, that a salesperson is expected to meet over a given time frame. Nearly all companies set quotas for their sales people, as a quota both ensures t...more

A quota is a target amount for selling, that a salesperson is expected to meet over a given time frame. Nearly all companies set quotas for their sales people, as a quota both ensures t...more

A performance chart showcases team performance as well as individual performance. This chart is tightly integrated with the data found in the Sales Planning App. How it works? One graph...more