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Process of Managing Forecasts for Sales Users

To manage forecasts, perform the following tasks:

1. Set the quotas, see Managing Quotas.
2. Forecast the opportunities, accounts, and contacts, see Forecasts.
3. Review the forecasts, see Reviewing Forecasts.
4. Update the forecasts, see Refreshing Forecasts.
5. Submit the forecasts, see Submitting Forecasts.