Engage Voice | Creating quota targets
Last updated on June 30, 2021
Table of contents
Now that you have a group created, you’re ready to start adding targets — that is, the types of leads you wish to contact. The targets you create here are criteria-based and allow you to create conditional statements (or comparisons) that indicate under which exact circumstances the system should stop dialing.
To create a quota target, follow the steps below.
1. Create a quota group.
2. Click the More icon button at far right of the group name.
3. Click the Add Target option from the dropdown list to open the Edit Target window.
4. Enter a Target Name in the field provided.
5. Enter a Target Count in the field provided (we’ll discuss this more below).
6. Choose your first comparator from the Field dropdown menu.
7. Next, use the Comparator dropdown menu to choose your comparison type.
8. Enter a comparative value into the Criteria Value field.
9. If you wish to add more comparisons, click the blue Add another comparison text in the lower right-hand corner of the window.
10. Use the and/or toggle button to indicate whether the system should consider the next comparison in addition to or instead of the first comparison.
11. Follow steps 6-8 to configure the settings for the new comparison.
12. If you wish to use JavaScript to enter your target information and comparisons, click the Advanced Mode checkbox at far right, underneath your last comparison. Please note that this is an advanced function and only experienced JavaScript developers should use this setting.
13. When you’re finished adding comparisons, click Save to exit the window.
Quota target settings
- Target Name: Name for your target
- Target Count: Maximum amount of matching leads you want the system to dial before it stops
- Field: The first half of your comparison statement, this dropdown menu contains a list of options that includes some basic lead info, lead properties, some system dispositions, and lead priority information. You’ll be using this selection to compare to the Criteria Value field that appears after the Comparator
- Comparator: A standard for the comparison. The system will use this standard to compare the Field and Criteria Value data you enter to create your comparison statement. The system will read these statements like this: If [Field] is [Comparator] [Criteria Value], then do not dial any leads that satisfy this criteria. Comparator options include Less Than, Less Than or Equal to, Equal to, Not Equal to, Greater Than, Greater Than or Equal to, and Contains
- Criteria Value: The value you wish to compare with the Field selection. Your value should agree with the comparator in terms of format, so for example, if you chose More Than or Less Than as a comparator, then your criteria value should be numerical. If you chose Equal to, Not Equal to, Contains, or Starts With as a comparator, then you can use any characters you like in the Criteria Value field
- Add another comparison: Allows you to add another comparison statement that can be used either in conjunction with the previous statement (toggle the and/or button that appears to and) or as an alternative to the previous statement (toggle the and/or button that appears to or)
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