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Which option must be selected to allow sales reps and managers to adjust the statuses of opportunities when saving forecasts?

A. Use Quotes in Forecast
B. Multiple Projected Amounts
C. Allow Setting Status in Forecast Editor
D. Allow Setting Probability in Forecast Editor

Answer :

Final answer:

The option 'Allow Setting Status in Forecast Editor' needs to be selected to allow sales reps and managers to adjust the statuses of opportunities when saving forecasts. This tool enhances the customization of the sales process and improves forecast accuracy.

Explanation:

In a CRM system like Salesforce, if the reps and managers need to adjust the statuses of opportunities when saving forecasts, the option that needs to be selected is C. Allow Setting Status in Forecast Editor. This setting permits sales representatives and managers to modify the status of each opportunity directly in the Forecast Editor.

This tool is extremely beneficial in customizing a company's sales process as it allows for modifications in real-time, helping in keeping track of a deal's progress and in enhancing the accuracy of forecast reports.

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