Content & Forecasting

Upload content to SalesSeek and learn how to Forecast

14 articles in this collection
Written by 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