Setting up sales groups allows users to view sales forecasts for other users.  Note:  Admins do not have default access to sales forecasts for their users – they must be granted access to sales groups like any other Q360 user.

Add a Sales Group:

1. Go to Sales menu > Sales Admin > Sales Groups.  The Sales Group form will display
2. Click the ADD (+) button
3. In the Sales Group field, enter the name you wish to assign to the new group
4. In the Description field, enter details explaining the purpose of the new group
5. Click the ADD (+) button in the Members grid.  The Add Sales Group Members window will open
6. Highlight one or more user lines in Pick Members grid and click the Select button
7. Check or uncheck the box in the View column to indicate whether each user may view the sales forecast for everyone else in the group
8. Click the SAVE button

View Sales Forecasts:

To view sales forecasts for other system users

1. Go to Sales menu > Quick Views > Sales Forecast.  The Sales Forecast grid will display
2. From the Sales Rep drop down menu, select the user you wish to view or select ALL to view all of the users you have access to view (see above)