I have to change an individuals quota.. How can I do this?
It looks like I have to upload all quotas again with the change for that individual change included.
Thanks
Answer
Changing a individuals Quota
- New Contributor
Best answer by elijah
Hi
You can do a Quota Upload through the Quota Management module in Clari. When doing a Quota Upload, you can update just an individual user’s quota if you’d like (you don’t have to update all the quotas). You would just need to specify the User and the Time Period.
For example, if you’re just looking to update a single user’s quota, then the CSV file you’re preparing to upload should only include one row with the required information, similar to the one below.
| CRM_USER_ID | PERIOD_NAME | QUOTA_NAME | QUOTA_GOAL | CURRENCY |
| AAA000000000000 | 2022_Q1 | am_quota | 0 | USD |
After you upload your quota file, only those users’ quotas specified in the CSV will be updated. All other users’ quotas will remain the same as they were prior to the upload.
+12- Clari
- Answer
Hi
You can do a Quota Upload through the Quota Management module in Clari. When doing a Quota Upload, you can update just an individual user’s quota if you’d like (you don’t have to update all the quotas). You would just need to specify the User and the Time Period.
For example, if you’re just looking to update a single user’s quota, then the CSV file you’re preparing to upload should only include one row with the required information, similar to the one below.
| CRM_USER_ID | PERIOD_NAME | QUOTA_NAME | QUOTA_GOAL | CURRENCY |
| AAA000000000000 | 2022_Q1 | am_quota | 0 | USD |
After you upload your quota file, only those users’ quotas specified in the CSV will be updated. All other users’ quotas will remain the same as they were prior to the upload.
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