Manage a target for multiple nodes (v2)

Update the details on a target for multiple nodes simultaneously.

Note

Top down targets must be distributed down first before you can manage the target for multiple nodes.

1. Go to the appropriate module (Territories | Teams | Product) > Manage Targets.

2. Find the target you want to edit.

3. Click the menu ⋮ > Target Details.

4. Click Actions > Edit target details.

5. Select the nodes you want to add the target details to.

6. Toggle on the Goal, Schedule, and Adjustments sections to add and adjust for the selected nodes.

   

7. Update each section that you toggled on, as needed. Refer to Recalculate and distribute top down targets (v2) or Recalculate and roll up bottom up targets (v2) for a description on each section for the target type.

8. Click Save.