Content & Forecasting

Templated Documents

How to use the system's built in document generating feature.

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Updated yesterday

Default currency

How to choose your deal's currency

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Updated yesterday

Basic Forecasting on Deals

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Advanced Forecasting

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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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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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Viewing a Forecast

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

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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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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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Editing a Forecast

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

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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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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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Deleting a forecast

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

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Cloning a Forecast

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

Written by Support
Updated yesterday