Content & Forecasting
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Templated Documents
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Basic Forecasting on Deals
Advanced Forecasting
Creating a New Forecast of Smart Group of Deals
Creating a New Monthly or Quarterly Forecast
Viewing a Forecast
Adding Deal(s) To a Forecast
Deleting Deal(s) From a Forecast
Editing a Forecast
Viewing and Editing Permissions of a Forecast
Exporting a Forecast Information in a Spreadsheet File
Deleting a forecast
Cloning a Forecast