Adding Accounts

  To enter accounts:

  1. From any view, click Forecast Method.

  2. Select Freeform, and then click Build.

  3. Select Account.

  4. In Formulas, enter accounts.

    • Filter by account group by selecting a group from Filter .

    • Specify a Match Type option:

      • Contains—Filter accounts by name

      • Starts with—Filter accounts by first letter of name

  5. Double click to select accounts.

  6. Click OK.