07-02-2010 04:39 AM
I have a question. There is a Check Box called "Add to Forecast" in the opportunity Detail Page of SLX 7.5 web. What is the need of that check box. How it is related to business. What exaclty it will happen when we check this. Can any body explain what is the function of this "Add to Forecast" check box.
07-03-2010 04:11 AM
there could be scenarios where a sales person may not want to put his opportunities for a sales manager to assess the sales person's forecast, by clicking add to forecast the sales person is committing to add the opportunity to his forecast, so the targets may be measured against that month's forecast/quarter's forecast.