Content & Forecasting

Upload content to SalesSeek and learn how to Forecast

15 articles in this collection
Written by Support

Overview of SalesSeek Forecasts

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

Written by Support
Updated over a week ago

Templated Documents

How to use SalesSeek'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