Content & Forecasting

Overview of SalesSeek Forecasts

The following provides a general understanding of forecasts and how to use one

Written by Support
Updated yesterday

Templated Documents

How to use SalesSeek's built in document generating feature.

Written by Support
Updated yesterday

Default currency

How to choose your deal's currency

Written by Support
Updated yesterday

Basic Forecasting on Deals

Written by Support
Updated yesterday

Advanced Forecasting

Written by Support
Updated yesterday

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

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

Written by Support
Updated yesterday

Viewing a Forecast

The following article describes a step-by-step process of how to view a forecast

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

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

Written by Support
Updated yesterday

Editing a Forecast

The following article provides a step-by-step process of how to edit a forecast

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

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

Written by Support
Updated yesterday

Deleting a forecast

The following article provides a step-by-step process of how to delete a forecast

Written by Support
Updated yesterday

Cloning a Forecast

The following article describes a step-by-step process of how to clone a forecast

Written by Support
Updated yesterday