WorkBook

Add New Pipeline Forecast Finance Accounts

Use Pipeline Forecast Finance Accounts in the CRM Setup submodule in the Settings module to add new pipeline forecast finance accounts.

To use Pipeline Forecast Finance Accounts in the CRM Setup submodule, you must have access to Settings as defined in User Access Rights under Settings.

To add a new pipeline forecast finance account:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company to which you want to add a new pipeline forecast finance account.
  3. In the left pane of the Settings page, click CRM Setup > Pipeline Forecast Finance Accounts.
  4. On the grid toolbar, click Add .
  5. In the Add a New Forecast Summary dialog box, use the drop-down list to select the applicable Company, account, and budget and click OK.