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Submitting a forecast
- Click My CRM | Forecasts and click the quarterly forecast you want to submit. The Forecast Entry page is displayed.
- Make any final changes you need to, and click Save And Submit. This:
- Makes your forecast available to your roll-up manager. The forecast details are not available to your manager until after you click Save And Submit.
- Adds your forecast to the Forecast History tab to give you a static snapshot in time of your submitted forecast.
See Also:
Viewing past submitted forecasts
Working with your team's forecasts
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