Content & Forecasting

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15 articles in this collection
Written by Support
Forecasts in Details

Creating a New Forecast of Smart Group of Deals

The following article describes the process of creating a forecast out of a smart group of deals
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Written by Support
Updated over a week ago

Creating a New Monthly or Quarterly Forecast

The following article provides a step-by-step process of how to create a new forecast
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Written by Support
Updated yesterday

Viewing a Forecast

The following article describes a step-by-step process of how to view a forecast
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Written by Support
Updated yesterday

Adding Deal(s) To a Forecast

The following article describes a step-by-step process of how to add a number of deals to a forecast
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Written by Support
Updated yesterday

Deleting Deal(s) From a Forecast

The following article describes a step-by-step process of how to delete one or more deals from a forecast
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Written by Support
Updated yesterday

Editing a Forecast

The following article provides a step-by-step process of how to edit a forecast
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Written by Support
Updated yesterday

Viewing and Editing Permissions of a Forecast

The following article describes a step-by-step process of how to view and edit permissions of a forecast
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Written by Support
Updated yesterday

Exporting a Forecast Information in a Spreadsheet File

The following article describes a step-by-step process of how to download a forecast as a spreadsheet file
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Written by Support
Updated yesterday

Deleting a forecast

The following article provides a step-by-step process of how to delete a forecast
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Written by Support
Updated yesterday

Cloning a Forecast

The following article describes a step-by-step process of how to clone a forecast
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Written by Support
Updated yesterday