Hello,
I have a client requirement to have quota allocated to customers instead of Org units or sales person! A sales representative should be assigned to each customer. The quota of each sales rep should be the sum of his/her customer's quotas.
Example:
Customer | Quota assigned to customer | Sales Rep assigned to customer |
---|---|---|
A | 10000 | SAM |
B | 12000 | TONY |
C | 5000 | SAM |
D | 9000 | SAM |
E | 13000 | TONY |
So according to the above quotas, Sam's quota should be 24000. But the quota is not directly assigned to SAM.
Q1) Is it possible to assign quota to customers?
Q2) If yes, is it possible to sum it up to the sales rep?
Thanks