Search for Pipeline Forecast Finance Accounts

Use Pipeline Forecast Finance Accounts in the CRM Setup submodule in the Settings module to search for pipeline forecast finance accounts.

To use Pipeline Forecast Finance Accounts in the CRM Setup submodule, you must have access to Settings as defined in User Access Rights 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 page to select the Company that contains the pipeline forecast finance account for which you are looking.
3. In the left pane of the Settings page, click CRM Setup > Pipeline Forecast Finance Accounts.
4. On the grid toolbar, use the Search field to enter a keyword that is associated with the pipeline forecast finance accounts.