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:
- Log in to the CRM
- Go to the Main Menu.
- Select Settings. The Settings page opens.
- 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.