The Sales Forecast tool is only accessible to users who have a paid Professional or Enterprise seat and is part of a team. So if I remove their Enterprise Sales license, they won't appear on the Forecast page at all. To ensure that the previous forecast information stays intact, the alternative here would be to deactivate the user without removing their Enterprise Sales license. This user would no longer have access to the account but still remain in the Forecast tool so you can see past data. However, the catch here is that this user will also still appear in current and future quarters. Also, if you decide that you want to remove their Enterprise Sales license in the future, you would need to reactivate them, remove the paid seat access, then deactivate them again. The ideal scenario would be for previous forecast and sales information to remain intact but for the team member to NOT show in current and future quarters.
... Exibir mais