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Phil’s BD training sets a minimum of 10 BD calls a day. Owners, Admins and Managers set it in Settings, and each consultant sees the day’s count on Today.

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Steps

  1. Open Settings › Targets.
  2. Type a number under BD calls a day on a row: the Agency’s row sets it for each consultant, a Team’s row for each consultant on that Team, and a person’s row for that person only.
  3. Press Enter or leave the field. Hire saves it and the change applies from today.
Settings, Targets: BD calls a day set to 10 for each consultant, next to Candidate interviews a day and CVs sent a week
Candidate interviews a day works the same way, and Placements a month counts the month. A Manager sets targets only for their own Team and its Consultants.

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Raise a target from last month

Phil’s training raises each month’s target to last month’s figure plus 50%. On each consultant’s row, Hire shows what they did last month and the raised number: Last month 6 · Use 9.
  1. Select Use 9. Hire puts 9 in the field and saves nothing yet.
  2. Press Enter to save it, or type another number.

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What happens next

  • Today shows the line “4 of 10 BD calls today”, with the interviews count when that target is set. Log call opens Log activity (⌘ E), and Targets opens your target companies.
  • A call you log on a Company, Contact or Target counts. A call logged on a Job doesn’t.
  • Daily targets count Monday to Friday. On a Saturday or Sunday the line shows the count alone. On the Dashboard’s Week, the KPI sheet reads the target as “5 days × 10 = 50”.
Today: 2 of 10 BD calls today, with Log call and Targets