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The following article describes the process of creating a forecast out of a smart group of deals

Creating a New Forecast of Smart Group of Deals

The following article provides a step-by-step process of how to create a new forecast

Creating a New Monthly or Quarterly Forecast

The following article describes a step-by-step process of how to view a forecast

Viewing a Forecast

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

Adding Deal(s) To a Forecast

The following article describes a step-by-step process of how to delete one or more deals from a forecast

Deleting Deal(s) From a Forecast

The following article provides a step-by-step process of how to edit a forecast

Editing a Forecast

The following article describes a step-by-step process of how to view and edit permissions of a forecast

Viewing and Editing Permissions of a Forecast

The following article describes a step-by-step process of how to download a forecast as a spreadsheet file

Exporting a Forecast Information in a Spreadsheet File

The following article provides a step-by-step process of how to delete a forecast

Deleting a forecast

The following article describes a step-by-step process of how to clone a forecast

Cloning a Forecast

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Forecasts in Details

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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