Forms Used to Forecast Sales Revenue
Form Name |
FormID |
Navigation |
Usage |
---|---|---|---|
Search for Forecasts |
W90CB060A |
Periodic Sales Force Automation Processing (G90CA02), Forecast |
Review existing forecasts or access forms to add new forecasts. |
Add Forecast |
W90CB060C |
Click Add on Search for Forecasts. |
Create a new forecast. |
Forecast - Manage {Forecast Name} |
W90CB060B |
Select a forecast from the Search for Forecasts form. |
Review forecast information, including the sales pipeline, and assign opportunities to the forecast. |
Search for Competitors |
W90CA061A |
Periodic Sales Force Automation Processing (G90CA02), Competitor |
Select competitors. |
Manage {Competitor Name} |
W90CA060A |
Select a competitor on the Search for Competitors form. Click the Pipeline link on the Sales tab. |
Review the pipeline for a competitor. |
Search for Employees |
W90CA040F |
Periodic Sales Force Automation Processing (G90CA02), Employee |
Select an employee. |
Employee - Manage {Employee Name} |
W90CA040A |
Select an employee on the Search for Employees form. Click the Pipeline link on the Sales tab. |
Review the pipeline for an employee. |
Search for Customers |
W90CA080D |
Daily Sales Force Automation Processing (G90CA01), Customer |
Select a customer. |
Customer - Manage {Customer Name} |
W90CA08AA |
Select the customer on the Search for Customers form. Click the Pipeline link on the Sales tab. |
Review the pipeline for a customer. |
Search for Contacts |
W90CA070C |
Daily Sales Force Automation Processing (G90CA01), Contact |
Select a contact. |
Contact - Manage {Contact Name} |
W90CA07PA |
Select the contact on the Search for Contacts form. Click the Pipeline link on the Sales tab. |
Review the pipeline for a contact. |
Search for Territories |
W90CA140K |
Sales Force Automation Setup (G90CA03), Territory |
Select a territory. |
Territory - Manage {Territory Name} |
W90CA140A |
Select a territory on the Search for Territories form. Click the Pipeline link on the Sales tab. |
Review the pipeline for a territory. |
Search for Industry Grouping |
W90CA12AB |
Sales Force Automation Setup (G90CA03), Industry Grouping |
Select an industry grouping. |
Industry Grouping - Manage {Industry Grouping Name} |
W90CA12AA |
Select an industry grouping on Search for Industry Grouping. Click the Pipeline link on the Sales tab. |
Review the pipeline for an industry grouping. |