Category: 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

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 Open Lead 6- Select Sales Forecast 7- Press the New Forecast button 8- Pick the expected date and fill in required details

1- Go to Sales Forecast 2- Check the deals about to close to   the priorities

Option A: 1- Go to Sales Forecast 2- Search by name for the Lead  3- Click Edit/View 4- Check/Edit the Expected Closing Date Option B: 1- Go to Lists & Contacts then choose Desired List  2- Search by name or number and find the desired lead 3- Click on Open Lead  4- Select Sales Forecast […]

1- Go to Sales Forecast 2- Search by name for the Lead  3- Click Edit/View 4- Change the state of forecast to won/lost 5- Enter actual value and Update

To determine the earned value till current moment compared to expected value 1- Go to Sales Forecast 2- Check the required month

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 […]