Process of Managing Histories and Futures Data

This topic lists the tasks typically performed by sales managers, event managers, directors of sales, and revenue managers when managing and using histories and futures records. Your company might follow a different process according to its business requirements.

To manage histories and futures records, perform the following procedures:

1. Entering Historical Data in the Histories Screen (User)

2. Associating Historical and Future Opportunities with a Present Opportunity (User)

3. Applying an Event Template to a Historical Opportunity(User)

4. Sharing Historical and Future Opportunities with Another Property (User)