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?
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?
Why are forecasts and quotas not displaying for certain users?
How do I modify the members of a team in Forecast and Quotas?

how to create the team in Forecast and Quotas

You can modify the members of a team in the Forecasts and Quotas section by updating your user hierarchy configuration.
Follow these steps to modify the members of a team in the Forecasts and Quotas:
  1. Log in to the CRM
  2. Go to the Main Menu.
  3. Select Settings. The Settings poge opens.
  4. Select Users and Control > Users Hierarchy.
From here, you can add, remove, or modify users under the relevant team or manager based on your requirements.
Once changes are made, the updated hierarchy will automatically reflect in the Forecasts & Quotas view. ​​​​​
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