📊 Quota Management · Prevent Credit Over-Consumption

Worried a sales rep will burn the enterprise's full monthly credits in a week? Quota Management sets credit caps on the enterprise and members, with cycle-based reset.

🎯 Two-tier Quota Control

Level	Function	Priority
🏢 Enterprise quota	Whole enterprise credit cap and reset cycle	Baseline
👤 Member quota	Personalized cap per member	Higher than enterprise quota (override)

→ Example: enterprise total 10,000 credits/month, intern set to 500 credits/month → intern can only use 500, doesn't affect other members.

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1. Enterprise Quota Settings

Controls the whole enterprise's total credit cap and reset cycle.

Path: Left nav → 【Enterprise】→【Quota Management】

Steps:

Step	Action
1️⃣	Top right click 【Edit Credit Settings】
2️⃣	Set cycle (monthly / weekly / custom)
3️⃣	Set credit limit (e.g. 10,000 credits/month)
4️⃣	Save

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2. Member Quota Settings

Set personalized caps on individual members, with priority higher than enterprise quota.

Path: Left nav → 【Enterprise】→【Quota Management】

Steps:

Step	Action
1️⃣	Find the member in the list → click 【Edit】
2️⃣	Toggle on 【Custom Credit Limit】
3️⃣	Set credit limit (e.g. intern 500/month)
4️⃣	Save

💡 Recommended Allocation

Role	Monthly quota recommendation	Reason
👑 Sales lead / core sales	3000 ~ 5000 credits	Main revenue drivers — search and send more
🚀 Regular sales	1000 ~ 2000 credits	Steady development, monthly cadence
🎓 Intern / new employee	200 ~ 500 credits	Learning phase, prevents mistakes
📊 Marketing specialist (not direct sales)	500 credits	Search only — no need for much

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📋 Common Pitfalls

Pitfall	Consequence	How to avoid
🔴 No quota, unlimited access	One employee burns the whole month's credits in a week	Always set enterprise total + personalized for key members
🔴 No limit on interns / new employees	Mistakes waste lots of credits	Set small quotas for new hires (200~500/month) — raise after they're settled
🟡 Quota too strict	Top sales hit limits	Leave enough quota for top performers (3000~5000/month)
🟡 Wrong cycle	Set "weekly" thinking it was "monthly" — only noticed in week two	Monthly is most common — align with payroll cycle
🟡 No notification when quota runs out	Employee doesn't know — next action suddenly fails	For key members, notify when nearly used up (system notification / team chat)

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❓ FAQ

Q1 · Relationship between member custom quota and enterprise quota?

Member quota has higher priority. Example:

• Enterprise total: 10,000 credits/month
• Intern personalized quota: 500 credits/month
• → Intern uses max 500 credits (even with 9500 remaining in enterprise, can't use more)
• → Other members without custom quota share the enterprise's 9500 credits

Q2 · What happens when credits run out?

Cannot perform credit-consuming operations in the current cycle (prospect search / save contacts / email verification / AI scoring, etc.) until the next cycle reset.

Operation	Consumes credits
🔍 Prospect search	✅ Yes (by result count)
💾 Save contacts	✅ Yes (by email count)
📧 Mass send	✅ Yes (by send count)
🤖 AI scoring	✅ Yes (by customer count)
👁️ View / edit contacts	❌ No
📝 Edit templates / tags	❌ No

Q3 · What does "cycle" mean?

The cycle for credit calculation + reset. 3 common options:

Cycle	Meaning	Best for
Monthly	Reset at 0:00 on the 1st of each month	Most common, aligns with payroll cycle
Weekly	Reset at 0:00 every Monday	Strict control — prevents one-time burn
Custom	Custom start/end dates	Quarterly projects / short-term campaigns

Q4 · Can I temporarily raise the quota when it's used up?

Yes. Admin goes to 【Quota Management】→【Edit Credit Settings】 to raise the limit (enterprise total or member personalized) — takes effect immediately.

But think it through first:

• Real business need? → raise the quota
• Employee misuse wasting credits? → train, don't just raise

Q5 · Do different plans have total credit caps?

Yes. Enterprise plans have different total credit pools per tier. Quota Management allocates within the plan's total pool.

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💡 Learning Tips

Stage	Tip
🎯 Early stage · loose to strict	Start with a loose enterprise total (e.g. 10K/month), observe actual consumption, then optimize
🚨 Restrict new employees	Interns / new hires default to 500 credits/month to prevent mistakes
📊 End-of-month review	At month-end review 【Quota Management】 reports — analyze who consumes most / who's inefficient
🤝 Pair with permissions	Quota (how much) + permissions (what to do) = complete resource control
🔔 Threshold alerts	Set notifications: alert at 80% used to avoid sudden unavailability
📈 Quarterly review	Based on business growth and team changes, reallocate quotas each quarter

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📚 Related Features

Topic	Link	Description
👨‍💼 Member Management	member-management	Prerequisite (must have members before setting quotas)
🔑 Permissions Management	permissions-management	Quota (how much) + permissions (what to do) = complete control
🏢 Enterprise Info	business-management	Enterprise edition overview
🎁 Product Rights Comparison	rights-comparison	Plan-by-plan total credits and advanced features
🔐 Enterprise Permissions	(top Enterprise category)	Departments / members / permissions / sync / quota — full system

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