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Administrator access to forecasts
A user with full System Administrator rights can access and submit a forecast for other Sales Users from My CRM | Forecasts. To do this, the administrator should log on with their own ID and password, then change the user name in the context area of My CRM. The administrator can then review, change, and submit that user’s forecast as if it was their own.
If the administrator moves away from this screen and then uses, for example, the back button to return to the screen, it will be in read-only mode.
See Also:
Working with your team's forecasts
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Sage CRM user assistance PDFs
