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 add users to Forecast and Quotas?
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 access the Forecast settings?
Table of Contents
Forecast and Quota Settings
Follow these steps to access the Forecast and Quota Settings:
Follow these steps to access the Forecast and Quota Settings:
- Log in to your CRM account.
- Click User Menu on the top right corner.
- Click Settings.
- Look for the Marketing & Sales section.
- Select Forecast and Quota Settings.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment