I can show a forecast for one sales person but when I try to add a 2nd one it wont display. Is there a workaround?
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Hi,
You can group based on salesperson, and if you want a forecast for a particular salesperson, you can also add a custom filter in the CRM forecast.
Custom Filter:
Result:
For more details, please refer to the following links:
1. https://www.youtube.com/watch?v=y8QwgVSC4wI
2. https://www.youtube.com/watch?v=JtILtrJe-CI
3. https://www.youtube.com/watch?v=1AB7FGuNn-k
Hope it helps.
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Thanks for the speedy reply! I can get ONE salesperson to show using custom filter but if I try to add a 2nd salesperson it wont show. Is there a workaround?