Home  >   FAQs   >  How do I set up forecasts and quotas?

How do I set up forecasts and quotas?

Table of Contents
To set up forecast and quotas follow these steps:
  1. Click the Main Menu.
  2. Click Sales.
  3. Click Forecast and Quota.
  4. Click Set or Revise Team’s Quota.
  5. Click the filter displayed on the top-left side to select a team to set up forecasts and quotas.
  6. Enter the team and individual quotas under the Set Quota column.
  7. Click Save.
To know more about configuring Forecast and Quota, click here.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.