Once a user has been deleted, all the configurations setup by him/her will stop working.
Why can't I access my forecasts as an administrator?
There could be two reasons why you can't access your Forecasts as an administrator:
Reason 1: You may have hidden your Forecasts tab. To make the Forecasts module visible again, follow these steps:
- Click Setup > Customization > Modules and Fields.
- Select Organize Modules and add the module that you want the forecast for.
- Select Forecasts from the Unselected Tabs list, and move it to the Selected Tabs list.
- Click Save.
Reason 2: You may have restricted the permission from your profile. Follow these steps to check this:
- Click Setup > Users and Control > Security Control > Profiles.
- Select the desired module and enable tab visibility for that module.
- Click Save.
How do I ensure each Rep can only see the Forecast they own?
In Zoho CRM, you can set up an organization-wide hierarchy using the Roles module. When it comes to data sharing, users at a higher hierarchy, such as Sales Managers will be able to access the records of someone in a lower hierarchy, like Sales Reps. If you want sales reps to view only the forecasts that they own, set the access to Private. In this case, only the sales rep and his/her manager can view the forecast.
Can I view the forecasts categorized monthly instead of Quarters like Q1,Q2?
Yes, when you click on the Quarters column (Q1, Q2), you can see the monthly split (Q1 as Jan, Feb, March etc.)
Who can create forecasts?
Users with administrator profile can create forecasts. Territory Managers can set targets for their territories and sub territories and the users in them.
Related Articles
FAQs: Teamspaces
CRM for Everyone is in the Restricted Early Access mode and is available only to a select set of users upon request. Request access to gain hands-on experience with this new version. What is a teamspace? Teamspaces in Zoho CRM serve as specialized ...
FAQs on Billing and Payments
How much does Zoho CRM cost? Zoho CRM offers a range of pricing plans to suit various business needs. The cost depends on the features, user access, and additional functionalities required, and is generally adheres to a per-user subscription model. ...
FAQs: Remote Sales Office
1. Who can use the Remote Sales Office bundle? The remote sales office bundle is unification of two applications Zoho Cliq and Zoho Meeting that helps the organization build stronger and better team collaboration. This bundle is available for the ...
FAQs: Multiple Sales Pipeline
1. What is a sales pipeline? A sales pipeline is a visual representation of your sales process that shows where your prospects are in the buying cycle, how many open deals you have, how long a particular deal stayed in each stage, and whether you ...
FAQs: Sales Force Automation (General)
1. How do you define a customer, potential contact, lead/contact or an unknown person? Social media updates from your leads and contacts are filtered in the Social tab so that you can easily follow updates from people that matter to you. There are ...