What’s the Sales Forecast?

It’s a tool that helps salespersons and team leaders to monitor the high and medium potential deals; to be imported as a probability of closing, expected deal value and the expected closing date

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How to add a New Forecast?

1- Go to Sales Forecast 2- Press “Add New Forecast” 3- Lists & Contacts will be opened 4- Choose Desired List 5- Find desired Lead > Press More actions button 6- Select Sales Forecast 7- Press the New Forecast button 8- Pick the expected date and fill in required details

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How to use filters on Sales Forecast?

1- Go to Sales Forecast *If you want to determine the total value of deals that a certain salesperson responsible for: 2- Select the salesperson and you’ll find total forecast *If you want to arrange the forecasts according to probability, Expected Value or, Expected closing date   2- Select your preference that you want to arrange […]

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