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Invite your Sales Team and Assign them their targets
Invite your Sales Team and Assign them their targets

Invite your sales team and assign targets with ease. Share targets and onboard new members swiftly for streamlined team management.

Steph avatar
Written by Steph
Updated over 11 months ago

Distributing sales targets and onboarding team members in Numerik

STEP 1: From the left hamburger menu, select ‘Assign’.

STEP 2: Select the targets you would like to share with your team, then tick beside the users you would like to share them to.

STEP 3: Click ‘Invite and Save’.

If the rep is not yet a user, you will need to enter in their email address. This will send them an invite from the system, prompting them to create their password for their new Numerik account.

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