FAQs in this section
What is the forecast and quota module?
How do I set up forecasts and quotas?
How do I make adjustments to forecasts?
What is a target mismatch?
How do I export forecasts?
How do I access the Forecast settings?
What are the Forecast categories?
What are the other actions you can perform on forecast categories?
How do I enable adjustments in Forecast?
How do I add users to Forecast and Quotas?
Table of Contents
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.
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