Creating Goals

Define goals for yourself and your team.

Personal goals are the targets you set for yourself. They sit alongside the goals your agency sets, and they're what your progress is measured against day to day.

The goals you can set come from the ones your agency has turned on. You set your own targets for them, but you can't create new goals of your own. To set agency-wide targets or create custom goals for the whole team, see Team Goals.

Set your personal goals

  1. Once logged into Quotamation, click Settings on the panel on the left side of the screen
  2. Go to Account settings
  3. Click Goals
  4. For each goal, enter a target and choose a time frame (per day, per week, per month, or per year)
  5. Use the toggle next to a goal to turn it on or off for yourself
  6. Click Save when finished
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