Search for Revenue Forecast Items

Use Revenue Forecast in the Follow-Up submodule in the Tasks module to search for revenue forecast items.

To use Revenue Forecast, you must have access to Tasks as defined in User Access Rights under Settings.

To search for a revenue forecast item:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > Revenue Forecast.
3. On the grid toolbar, use the drop-down list to select the revenue forecast in which to look for the forecast item.
4. Use the Search Grid field to enter a keyword that is associated with the revenue forecast item.