Sales Quota & Mandatory Dynamics Tagging

Triple Blitz participants, including managers, must be forecasting a minimum of 80% to quota, by the end of the half, in order to remain eligible. Sales quotas will be based on individual quotas. Participants must be in good standing. Sales Performance data will be pulled  on April 19, 2024 by the HP Business Planning and Strategy team. All updates must be made in Dynamics a week prior to April 19. All data pulls are final. Note: the sales pull is based on sales numbers for the half (versus the quarter).

How to add a Marketing Campaign or Sales Initiative to your opportunity

Option 1 – via the Wizard when initially creating your opportunity

  1. Fill out the required fields and locate the Primary Campaign field and click the “Select Campaign” button
  2. Select either Sales Initiative or Marketing Campaign and use column
    headers to sort
  3. If needed, use the search box to narrow results
  4. Click checkbox to add the Campaign to the opportunity

Option 2 – when updating an opportunity

  1. Opportunity Campaigns are found by clicking on the Additional Information tag of an opportunity and scrolling down
  2. To add a Sales Initiative or Marketing Campaign click on the +Add New button
  3. Select Sales Initiative or Marketing Campaign under Campaign Type and fill out other fields as needed in the pop up box
  4. Use the search function in the Campaign field to narrow results and select campaign
  5. Click Save & Close to add the campaign to the opportunity
  6. Select either Sales Initiative or Marketing Campaign and use column headers to sort

A minimum of three customer accounts must be tagged to Campaign ID: NA PPS Triple Blitz FY24 H1. It is mandatory to add all Triple Blitz collaborative engagement opportunities a week prior to April 19.

For more information, refer to the rules and regulations.