Submitting a Forecast

The last step in creating a forecast is for the user to submit it to the manager for review.

To submit a forecast

1. Navigate to the Forecasts screen.

2. In the Forecasts list, drill down on the forecast to be submitted.

3. In the forecast form click the Submit button.

   After submitting the forecast, the Status changes from Active to Submitted. A user who submits a forecast to their manager cannot change the status, as all the fields becomes read-only fields.

   Note: A Siebel administrator or sales manager can change the status of a submitted forecast to enable the user or sales representative to revise a forecast and submit it again.