Search for Jobs, Pipelines, or Inter-company Jobs of Revenue Forecast Clients

Use the Revenue Forecast submodule to search for jobs, pipelines, or inter-company jobs of revenue forecast clients.

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

To search for a job, pipeline, or inter-company job of a revenue forecast client:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click Follow-up > Revenue Forecast.
3. On the grid toolbar, use the drop-down list to select the revenue forecast of the client of the job, pipeline, or inter-company job that you are looking for.
4. Highlight the revenue forecast client of the job, pipeline, or inter-company job that you are looking for.
5. In the bottom grid, click the Job tab, Pipeline tab, or Inter-company tab, as applicable.
6. Use the Search grid field to enter a keyword associated with the job, pipeline, or inter-company job.