How to Set Up Sales Target Email (New Vers.)

Modified on Thu, 3 Apr at 4:06 PM

How to Set Up Sales Target Email (New Vers.)

Learn how to set up sales target email notifications and assign them to specific users, ensuring the right team members stay informed and track their progress effectively.



1. Click on My Users

Click on My Users



2. Click on Edit or Add New

Right click on Edit



3. Check 'Subscribe to Sales Target Email'

Check Subscribe to Sales Target Email…



4. Click on Settings

Click on Settings



5. Click on Email Notification

Click on Email Notification  Customize and receive real-time email notifications for financial transaction events and actions



6. Select your email time period as Daily, Weekly, or Never. The system will then send email notifications accordingly.

Right click on GST Taxable Period



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