Editing a Forecast

The following article provides a step-by-step process of how to edit 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 button, located in the top-right corner of the page

4. Similarly to creating a new forecast, you can update the values of the forecast by selecting Details, located in the left corner of the navigation menu

5. Along with updating the values of the forecast, you could also Add or Remove deal(s) from the forecast

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