Where to go: Deals > Forecast
Who can do this: You must have "Manage forecast settings" permissions (as assigned by your admin in your permission profile). This task is typically performed by someone in SalesOps, RevOps, or a sales leader.
Show warnings on critical deals in your forecast boards. Warnings are set per line of business.
Learn about each warning you can define.
-
Select the line of business you want to set or edit warnings for in the Forecast tab.
-
Click
> Warnings settings. -
Toggle the warnings you want to include in your board to the ON position.
-
To change the amount of time until you're alerted for the No activity warning, enter the desired number of days in the No activity for X days box.
-
To change the amount of time until you're alerted for the No activity on prospect side warning, enter the desired number of days in the No activity on prospect side for X days box.
-
To change the minimum amount of active prospects on the deal for the Single-threaded warning, enter the amount and the desired number of days in the Only X or less active prospects for Y days boxes.
-
To change the amount of time before the deal closes on the Pricing wasn't mentioned warning, enter the desired number of days in the Deal expected to close in X days or less, and "pricing" hasn't been discussed box.
-
Click Save.