I have 3 sales guy reporting to me and want to assign quotas. I can see the dropdown, but it's greyed out. Any suggestions how to fix it?
I have 3 sales guy reporting to me and want to assign quotas. I can see the dropdown, but it's greyed out. Any suggestions how to fix it?
Hi Stefan Dietrich,
I assume you are referring to the 'Assign Quota' option under the Forecasts module. That option is grayed out unless you make changes to one or more individuals in the 'Quota (Adjusted)' column.
{SugarClub Administrator Edit: We're sorry, but this image is no longer available}
I am experiencing the same issue that Stefan did, could you please explain once more how to enter Quota?
Also, do I enter individual quota only? Can I enter overall quota to understand where we are as company?
I am experiencing the same issue that Stefan did, could you please explain once more how to enter Quota?
Also, do I enter individual quota only? Can I enter overall quota to understand where we are as company?
A lot has changed in 3 years with forecasting :-) Can you clarify what version of Sugar you are currently running?