Search for Revenue Forecast Items

Use the Revenue Forecast submodule to search for revenue forecast items.

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 revenue forecast item:

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 forecast item that you are looking for.
4. Use the Search grid field to enter a keyword associated with the revenue forecast item.