- Welcome to the Knowledge Base
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Marketing
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Workbooks Web Insights
- Tracking Code
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- Viewing Web Insights Data on your Form Layouts
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- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
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Integrations
- Mapping
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
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- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
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Email Integrations
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Configuration
- Introduction to System Administration
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Releases & Roadmap
- Roadmap
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Sales Quotas
Sales Quotas are the targets identified for each salesperson for a specific financial year, broken down by the financial periods set by your System Administrator. (Typically these are monthly periods but could be quarterly). Quotas can only be set up for salespeople with a Workbooks login.
To create a new series of sales Quotas:
- Click Start > Sales > Forecasts > New Sales Quota.
This will generate a dialogue box where you can specify the financial year and the salesperson for whom you want to set up Quotas (targets) for the year. Once you've chosen the right combination of Period and Assigned to from the drop-down picklists, click Create Sales Quota.
The next screen lists all the financial periods for the specified year. Click under Revenue on the financial period for which you want to set a revenue target and enter the target figure. Similarly, if you want to set a target for Gross Margin, click in that column and enter the target Gross Margin. Continue down the rows entering the Revenue and Gross Margin targets that you've set.
Remember to click Save & Close when you've entered all the figures.
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