Use the Quotas Detail view to edit forecast
information.
To undo any changes, click Reset before
clicking Save.
To edit:
Click Quotas on the
Navigation Bar.
Find the quota you require to edit, and then click the
description.
Edit this information on the Quota Detail view:
Description
A brief description of the quota. By
default, the description includes the assigned user’s name and time
period, but the description can be modified.
Note: Updating the Assigned to or Start Date
automatically updates the Description.
Assigned To
The user to whom the quota is assigned. If necessary, click
Find
to lookup and select a different user.
Amount
Specify the quota monetary
value.
Active
If selected, indicates that the quota is
current. Use this to identify if this is the quota for the current
time period. A quota must be active in order to be included in a
forecast worksheet.
Start Date
The date to start the quota time
period.
End Date
The date the quota time period ends. This
date is automatically calculated based on your company’s financial
settings, but can be modified.