Set User Capacities
Capacities limits the number of leads a user can receive each day. This ensures a clean sales queue and allows you to scientifically scale your sales team by understanding your lead generation and sales capacity planning.
To set a capacity for a user:
- Navigate to the Settings page by clicking on the gear icon
- Click on the Capacities icon on the left menu
- Select the capacity for contacts or deals
- Turn on the status to add the selected cap the user