Set up a sales team for forecast hierarchy

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • The system administrator can create groups, sales teams, associating them with specific managers. The sales hierarchy determines how the forecast rolls up within your company and how it can be viewed.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Once the users, teams, and opportunity data are added, along with selection of category, you can view the sales forecast for any group or specific sales team on the Sales Forecast dashboard on the CSM workspace.

    Procedimento

    1. Navigate to All > System Security > Groups.
    2. Select New.
      New sales team
    3. On the form, fill in the fields.
      Field Description
      Name Name of the team that will be visible on the Sales Forecast dashboard.
      Group email Email ID of the team.
      Manager Name of the manager of the group.
      Parent Parent group of the team for which you want to forecast.
      Description Short description about the team and its sales activities.
      Type Select Sales Team only.
    4. Select Submit.
      The new team is created and added on the Groups page.