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Sales > Forecasts > Managing Forecasts > Unsubmitting Forecasts

Unsubmitting Forecasts

For a forecast owner to update a submitted forecast, a manager or administrator must first unlock (unsubmit) the record.

To unsubmit a forecast

1. Click the Forecasts tab.
2. In the Forecast Homepage section, click the Forecast Date link for the forecast record you want to unlock.
3. On the Forecast Detail page, click Unsubmit Forecast.

   This action unlocks the forecast, allowing direct reports to update and adjust their forecasts, and then resubmit the forecasts.

   NOTE: Clicking Unsubmit Forecast sets the forecast status to Active.

Related Topics

See the following topics for related information:

• Submitting Forecasts
• Setting Up the Forecast Definition