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Content & Forecasting
Upload content to SalesSeek and learn how to Forecast
14 articles in this collection
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Support
Templated Documents
How to use the system's built in document generating feature.
Written by
Support
Updated over a week ago
Default currency
How to choose your deal's currency
Written by
Support
Updated over a week ago
Basic Forecasting on Deals
Written by
Support
Updated over a week ago
Advanced Forecasting
Written by
Support
Updated over a week ago
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
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 over a week ago
Viewing a Forecast
The following article describes a step-by-step process of how to view a forecast
Written by
Support
Updated over a week ago
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 over a week ago
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 over a week ago
Editing a Forecast
The following article provides a step-by-step process of how to edit a forecast
Written by
Support
Updated over a week ago
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 over a week ago
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 over a week ago
Deleting a forecast
The following article provides a step-by-step process of how to delete a forecast
Written by
Support
Updated over a week ago
Cloning a Forecast
The following article describes a step-by-step process of how to clone a forecast
Written by
Support
Updated over a week ago