Tuesday, March 19, 2019

Set Opportunity Forecasts to Display only two Options

1. Log in as Administrator.
2. Navigate to Setup > Sales > Sales Preferences > Forecasts tab.
3. Rename any of the following Forecasts Type Name to ------------------.

  • Low Forecast Name  
  • Medium Forecast Name  
  • High Forecast Name

4. Click Save.

Note: Currently, there is no option to leave the Forecasts Type field blank. The fields are mandatory by default. A viable solution is to select which ones are to be used and enter anything that indicates not to use that forecast type.

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