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Sales Forecasts
... Sales Forecasts Sales Forecasts display your estimated sale income for a given time period, based upon the Opportunity stage and the close date you& ...
Adjusting Forecasts
... Adjusting Forecasts You can adjust a Forecast to amend the expected revenue and/or to change the Forecast status simply by clicking in the appropria ...
Included Forecasts
... Included Forecasts Often Sales Managers or Sales Team Leaders will want to include the sales Forecasts of their direct reports in their own Forecast ...
How can I record commission as a percentage on an opportunity, but then use that to calculate the commission's value?
We record the commision rate (10% 20% etc) on the opportunity, but I'd like to see the value of this e.g. An opportunity has a value of £2,500 and a commision rate of 10%. We want to see £250 displayed somewhere. Add a custom pickli ...
Stage tracking
Is there a way to track the life of an opportunity through the stages? As in, is there a way I could report on when an opportunity went from say stage 1 to stage 2 to stage 3 etc? When you change the status of When you change the status of a ...
Can I link opportunities to contracts?
Can I link opportunities to contracts? Yes. Add the Opportunity as Yes. Add the Opportunity as a Related Item - Open the Contract record > select the Related Items tab > click Add Related Item > search for the Opportunity ...
Converted leads
When converting to an opportunity, the original lead record stays with a status of either converted or converted - no opportunity. Can these records be deleted or are they required? What purpose do they have (if any) when converted? I'm looking ...