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Adding Deal(s) To a Forecast

The following article describes a step-by-step process of how to add a number of deals to a forecast

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Written by Support
Updated over a week ago
  1. Navigate to Forecasts section 

2. Select a forecast
3. In the newly appeared window, select Edit, located in the top-right corner of the page

4. From the navigation menu, click Add

5. In the pop-up window, you can search for a deal by name


6. After finding the deal of your choice, click Done and the deal will appear at the bottom of the table view
7. Lastly, click Save, located in the top-right corner of the page

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