Search for Pipeline Forecast Finance Accounts

Use the Pipeline Forecast Finance Accounts submodule to search for pipeline forecast finance accounts.

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

To search for a pipeline forecast finance account:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the pipeline forecast finance account that you are looking for.
3. In the left pane of the Settings screen, click CRM Setup > Pipeline Forecast Finance Accounts.
4. On the grid toolbar, use the Search field to enter a keyword associated with the pipeline forecast finance accounts.