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    • Setting Up Sales Forecasting

    in Sales

    Summary:

    An overview of setting up Sales Forecasting in Redwood User Experience.

    Content:

    Please watch the following video for an overview of setting up sales forecasting, the sales forecasting scheduled processes and information on sharing a forecast.

    Also, download the PDF attachment for a step by step offline lab on setting up sales forecasting based on

    • Opportunity Owner rolling up the Resource Hierarchy
    • Opportunity Revenue rolling up the Territory Hierarchy


    Version:

    25A

    Attachment:

    Tagged:

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