The Advocate Target module allows you to set and record the annual financial targets for individual advocates.

Steps:

  1. Log in to the system.
  2. From the main dashboard, go to the System Setup module.
  3. Under the User Accounts section, click on Advocate Target.
  4. To create a new target, click on the Add New Entry button located at the top-left corner of the page.
  5. A form will pop up. Enter the required details, including:
    • Advocate – Select the advocate whose target you wish to set.
    • Year – Select the year for which the target is being set.
    • Amount – Enter the advocate's annual target amount.
  1. Once you have entered all the required information, click Save to submit the details.

The advocate's annual target will then be saved and recorded in the system.