Net Revenue Forecast - Procedures
Use the Net Revenue Forecast submodule in the Follow-up module under Tasks to view and manage net revenue forecasts.
To use the Net Revenue Forecast submodule, you must have access to Tasks as defined in the Employee Cross-company Access submodule under Settings.
- Related Topics:
- Select Net Revenue Forecasts
Use the Net Revenue Forecast submodule to select net revenue forecasts. - Search for Net Revenue Forecast Items
Use the Net Revenue Forecast submodule to search for net revenue forecast items. - Filter Net Revenue Forecasts
Use the Net Revenue Forecast submodule to filter net revenue forecast items. - Open Net Revenue Forecast Sidebar
Use the Net Revenue Forecast submodule to open the net revenue forecast sidebar. - Open Client Cards of Net Revenue Forecast Items
Use the Net Revenue Forecast submodule to open the client cards of net revenue forecast items. - Open Resource Card of Account Managers of Net Revenue Forecasts
Use the Net Revenue Forecast submodule to open the resource card of the account managers of net revenue forecast items. - View Jobs, Pipelines, and Inter-company Jobs of Net Revenue Forecast Clients
Use the Net Revenue Forecast submodule to view the jobs, pipelines, and inter-company jobs of net revenue forecast clients. - Search for Jobs, Pipelines, or Inter-company Jobs of Net Revenue Forecast Clients
Use the Net Revenue Forecast submodule to search for jobs, pipelines, or inter-company jobs of net revenue forecast clients. - Filter Jobs of Net Revenue Forecast Clients Based on Status
Use the Net Revenue Forecast submodule to filter the jobs of net revenue forecast clients based on status. - Set Review Status of Jobs or Pipelines of Net Revenue Forecast Clients
Use the Net Revenue Forecast submodule to set the review status of the jobs or pipelines of net revenue forecast clients. - Open Job Cards of Jobs of Net Revenue Forecast Clients
Use the Net Revenue Forecast submodule to open the jobs cards of jobs of net revenue forecast clients. - Edit NRF Responsible of Jobs or Pipelines of Net Revenue Forecast Clients
Use the Net Revenue Forecast submodule to edit the NRF responsible of the jobs or pipelines of net revenue forecast clients. - Manage Viewers of Jobs or Pipelines of Net Revenue Forecast Clients
Use the Net Revenue Forecast submodule to manage the viewers of jobs or pipelines of net revenue forecast clients.
Parent Topic: Net Revenue Forecast