Under a variety of circumstances, you might want to have a copy of an existing forecast, which could be updated by taking into consideration criteria of your choice, without that having an impact on the original forecast.
SalesSeek gives you the ability to clone a forecast. In order to accomplish that:
- Navigate to Forecasts section
2. Select a forecast
3. In the newly appeared window, select Clone, located at the top of the page
⚠️ Forecasts are available on our Enterprise plan only. If you are on Professional plan and would like to upgrade, please contact support.