Create a capacity for sales members in your revenue organization

In this guide, we will guide you through the process of adding a capacity for sales members or territories in Cargo. This feature helps manage and limit the number of records allocated to each member, ensuring balanced workloads.


Pre-requisites

Before you begin

Ensure you have added yoursales tools and identified the relevant sales members and fallback members to be assigned to the territory.

Step 1

Access the capacities section

Click on revenue organization in the settings section of the Cargo workspace


To navigate to the Capacities section in the Cargo workspace, click on capacities.


Step 2

Create a new capacity

Create a capacity with one click


In the 'capacities' panel, click the + button to start creating a new capacity.


Step 3

Configure the capacity

Set the parameters for the newly created capacity.


  • Name: Enter a name for your capacity. For example, 'High Volume Leads'.

  • Color: Choose a color to represent your capacity.

  • Description: Add a description for your capacity to provide additional context.

  • Set member capacity: Define the maximum number of records to allocate to a member. For example, '1000 records'.

  • Choose an interval: Select the expiration interval for allocations. Options include daily, weekly, monthly, quarterly, yearly,

    • or none.

  • Toggle model mapping: Enable this option if you wish to link allocations from a model to this capacity.


Step 4

Save the capacity configuration

Save the edited configuration to preserve your changes


Once all configurations are set, click the Create button at the top right to finalize the creation of the capacity.

Outcome

Finish line

By following these steps, you have successfully added a new capacity for sales members or territories in Cargo. This capacity can be used when directly assigning leads to territories and sales reps from within a workflow using the allocation node.