I wish use that module, but a way to calculate the goal is different of default
I didn't use the opportunities, but will use all payments marked as paid, in specif period
The ideia is calculated, only the values, received, and really confirmed value in your bank account.
For example
User created a payments in module, opportunity, service contracts, tickets, etc, in that specific period
When a financial guy ( user ) will marked that's payment as confirmed in bank account
I will considering this value in goal of this salesman ( user ) in this specif period
How I can change a way system calculate a goal in this module?
and listed each payments is considering for this goal, in detail view too
Thanks
I didn't use the opportunities, but will use all payments marked as paid, in specif period
The ideia is calculated, only the values, received, and really confirmed value in your bank account.
For example
User created a payments in module, opportunity, service contracts, tickets, etc, in that specific period
When a financial guy ( user ) will marked that's payment as confirmed in bank account
I will considering this value in goal of this salesman ( user ) in this specif period
How I can change a way system calculate a goal in this module?
and listed each payments is considering for this goal, in detail view too
Thanks
Ranieri
eCRM Web
eCRM Web