1. Implementation Reference
  2. Schedule Quota Processes

Schedule Quota Processes

Sales managers or administrators frequently make changes to active territories directly, using territory proposals, or through web services. Schedule synchronization to run frequently to provide the latest structure for allocating quotas.

  1. Click Navigator > Tools > Scheduled Processes.

  2. Click Schedule New Process.

  3. For the Type field, select Job.

  4. In the name field list, click Search.

  5. Search for Synchronize Quotas.

  6. Select Synchronize Quotas and click OK.

  7. In the Parameters region of the Process Details page, select the sales quota plan.

  8. Click Advanced.

  9. In the Schedule tab, select Using a schedule.

  10. Select the Daily frequency.

  11. Change the start date to when you want to start running the process, and select the time of day when you want it to run.

  12. Change the end date to a future date.

  13. Use the Notification tab to add notifications to specific people when the process completes.

  14. Click Submit.