Dear Expert,
I wan to use sales forecast. Thus, I am testing sales forecast features now.
I have two questions :
1. when I use scratch template, Rollup Entity is opportunity as default. What I understand from Microsoft doc page is that I can choose any entity as rollup entity. In that so, How do I continue to select any entity instead opportunity? any setup to edit ?
2. when I use Org chart template, Hierarchy entity is user(owner) and owner is individual. Instead of individual, I would like to use owning team or owning user.
Is there a way to configure to owning team or owning user?
Best Regards,
Yin Mon Pyone