Add New Pipeline Forecast Finance Accounts

Use the Pipeline Forecast Finance Accounts submodule to add new pipeline forecast finance accounts.

To use the Pipeline Forecast Finance Accounts submodule, you must have access to Settings as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new pipeline forecast finance account.
3. In the left pane of the Settings screen, 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.