College

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:

To adjust opportunity statuses when saving forecasts, the option to select is C) 'Allow Setting Status in Forecast Editor'. This enables accurate forecasting and pipeline management within a CRM system.

Explanation:

To allow sales representatives and managers to adjust the statuses of opportunities when saving forecasts in a Customer Relationship Management (CRM) system, the correct option to select would be C. Allow Setting Status in Forecast Editor. This option enables users to update the status of an opportunity directly from within the forecast module, ensuring accurate forecasting and pipeline management. Options like Use Quotes in Forecast and Multiple Projected Amounts may have to do with financial aspects of forecasting, while Allow Setting Probability in Forecast Editor relates to altering the likelihood of a sale.