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Set Goals for the entire company

Microsoft Dynamics CRM Forum

Diogo Alves asked a question on 11 May 2018 9:46 AM

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Hi,

I'm trying to set goals for the entire company. I've set the goals for this year for the sales team, but we have another goal that is the entire company revenue.

When I set a goal. the query is filtered by the "owner of the goal", and this is a required field, so i'm not abble to leave it blank or select multiple "lead owners"

Thanks in advance

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sachukhanna48 responded on 13 May 2018 10:21 AM

I think lead owners

Cheers,

Sachin Khanna

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YANG YUN responded on 13 May 2018 9:39 PM
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Hi,

not sure ur crm version, but in my instance, there is an option "All" let you use, if you want to set goal for entire company.

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Sunny02 responded on 18 Oct 2018 2:22 AM

In my opinion it should be lead owner because they will be managing the sales.

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YANG YUN responded on 13 May 2018 9:39 PM
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Suggested Answer

Hi,

not sure ur crm version, but in my instance, there is an option "All" let you use, if you want to set goal for entire company.

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