Extending Sales Forecasting

Summary:

An overview of extending Sales Forecasting in Redwood User Experience.

Content:

Please watch the following video for an overview of extending sales forecasting by:

• Enabling the Edit Opportunity Smart Action
• Extending the Opportunity Card
• Extend the Opportunity Summary Drawer to include Activities and Team Members

Also, download the PDF attachment for a step by step offline lab on extending sales forecasting.

This video is part of the Sales Forecasting in Redwood video series. Sales Forecasting in Redwood user experience allows sales managers to hold their reps accountable to their opportunity commitments and track the forecast trends throughout quarterly, yearly or fiscal periods.