Where your organisation has multiple sales teams, you may wish to create targets for each team in a way that the targets are not visible to each other.
In order to see which teams can view which targets, open the Parameters section on the Action tab.
Click the Show Teams button and the numbers inside the value indicators will change to display the viewing teams’ names.
Where no team has viewing rights, the value indicators will disappear.
Click to select the target that you wish to add a team to.
The target indicator will switch from blue to yellow and the target actions will become available.
On the Actions tab, click Add Team and select the team from the options on the drop-down list.
Click the OK button to confirm your choice and the team indicator will appear next to the target.
The target and its values will be visible to the assigned team members only.
Remove the viewing team
Open the Parameters section on the Action tab.
Click the Show Teams button and the numbers inside the value indicators will change to display the viewing teams’ names.
Click the team name indicator you wish to remove and in the Viewing Teams section on the Actions tab click Remove Team
The team will be removed from the target and the team will not be able to see it on their records.