Sales Quotas

by NS-Team

Define Quotas for your Sales Reps and visualize achievement and forecast.

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#2108 - Filter Users

Open Feature created by jobvector GmbH Verified Purchase 5 years ago

Hello,

How can we achieve that only certain CRM Users (from Sales) are displayed at the Quotas Forecast Overview and not all CRM Users.

Kind Regards

  1. bluquet member avatar

    NS-Team Provider Affiliate

    5 years ago

    Hi,

    You should check “Manage Sales Quotas” checkbox for sales people (user edit view or list/mass update)

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  • Supported Versions
  • 7.1.0 to 8.6.1

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