Add New Pipeline Forecast Finances

To use the Pipeline forecast finance submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To add a new pipeline forecast finance:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click CRM Setup > Pipeline Forecast Finance.
3. On the grid toolbar, click Add .
4. In the Add a New Forecast Summary dialog box, select from the drop-down list the applicable company, account, and budget and then click OK.