Search for Pipeline Responsible Records
Use the Revenue Forecast Methods submodule to search for pipeline responsible records in a selected profit forecast method.
To use the Revenue Forecast Methods submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.
To search for a pipeline responsible record:
- On the main toolbar, click Settings .
- 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 containing the profit forecast method with the pipeline responsible record that you are looking for.
- In the left pane of the Settings screen, click .
- Highlight the profit forecast method with the pipeline responsible record that you are looking for and in the bottom grid, click the Pipeline Responsibles tab.
- On the toolbar of the bottom grid, use the Search field to enter a keyword associated with the pipeline responsible record.
Parent Topic: Procedures