How can I set up forecasts and quotas?
Follow these steps to set up forecasts and quotas:
- Click the Menu icon.
- Go to Sales.
- Click Forecast and Quota.
- Click Set or Revise Team’s Quota.
- Click the filter displayed on the top-left side to select a team to set up forecasts and quotas.
- Enter the team and individual quotas under the Set Quota column.
- Click Save.
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