CUSTOM GROUP

The Custom Group allows users to create, view, and manage custom forecast groups by entering a group name and remarks. It also provides search functionality for easy access to specific groups and quick navigation options.

  1. Click on "Sales and Marketing".
  2. Click on "Custom Group" under "Forecast".

STEPS TO CREATE

  1. Click on "Add" button.

STEPS TO CREATE

This will open a new tab with a form that requires user input.

Custom group form

CUSTOM GROUP FORM

  • Custom Group Name: Enter Custom Group Name.
  • Remarks: Enter Remarks.

Save: Click on save button to save the custom group information filled.

Notes

  • Custom Group Name is mandatory.

CATEGORY VIEW OR SERACH

  1. View Created Custom Group: Users can view the details of the Custom Group they have created.
  2. Search a Particular Custom Group: Use the search bar to find specific Custom Group information.

Icons Overview

CUSTOM GROUPS ICONS

  1. Home: Click the home icon to return to the main page.
  2. Back: Click the back button to go back one step.