EV Target Leads

EV Target Leads

Hindi Video Tutorial - EV Target Leads




EV Target Leads

OVERVIEW

EV Target Leads in a Planning or Sales Planning module means the planned or target number of Electric Vehicle leads that a dealership or sales team is expected to generate during a specific period (day/week/month/quarter).

Process Flow to Access EV Target Leads

Go to Electric Vehicle module → Vehicle → Planning → CRM → EV Target Lead.



Steps to Perform Action on EV Target Leads

Select branch to create target.
Select the financial period for lead.
choose the period type.
add the salesperson for target allocation.
Enter the model for target allocation.


Target Assignment Example

Here in this screenshot, salesperson Vishnu has been assigned with the daily targets (5) for the month of June. Once the target has been assigned, simply save the page by selecting the save option from left hand side.


Check and Edit Targets

To check the assigned target, follow the same process. You can edit the target again and save the page.


Thank You!


 


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