FAQs in this section
How do I add users to Forecast and Quotas?
Adding Users to Forecast and Quotas
Follow these steps to add users to your team hierarchy:
Follow these steps to add users to your team hierarchy:
- Log in to your CRM account.
- Click Main Menu.
- Click Sales.
- Select Forecast and Quota.
- Click Settings in the top right corner.
- Click the Forecast and Quota Hierarchy tab.
- Drag and drop users from the right column on the hierarchy to add them to the required position.