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How can fall the opportunity withing the forecaset depends on the contact only despite of matching t — Cloud Customer Connect
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How can fall the opportunity withing the forecaset depends on the contact only despite of matching t

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edited Dec 6, 2020 8:31AM in Sales 3 comments

Summary

How can use forecast without mantching territory dimention as the team is added manully to the opportunity not through run assignment and using contact only without account

Content

we create opportunity , add contact to , assign the team manually to it and select the match forecast criteria to be yes 

our case depends on creating opportunity with contact only without related to account and without run territory assignment action 

as the team added manually so how we can enable using the forecast  in this case without depending on territory dimension that is in our business  is the geography 

 

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