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Sales Team

Map the roles of your sales team. On the right, at the top, select the field that best describes the segmentation of your sales team. Those segments will be used to break down your forecast and other reports.

Use a field that best represents the segmentation of your sales organization. For example, if your team is organized into territories, then select the field that describes that.

Any users that you’ll leave not mapped (value “none”) will be excluded from forecast and their data will not be analyzed.

Map sales team roles for better forecast accuracy

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