wMobile Users' Guide

Forecasted Sales

Forecasted Sales

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Forecasted Sales

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The Forecasted Sales link allows a search for forecasted sale activities that were scheduled for you or for any GoldMine users on your security team.

 

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After selecting a single user (or (All) for all users), select the Period or Date Range and Activity Type.

 

The Period drop-down list consists of the selections: This Month, Next Month, This Quarter, Next Quarter, 0-30 Days, 31-60 Days, 61-90 Days and Past Due. If a specific date range is desired,  click the Date Range radio button and set the date drop-down's value.

 

Click the <Search> button to run the search and return a list of activities.

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The resulting list of a forecasted sales search displays the user and the date range used by the search. The forecasted sales are listed and a pair of links ([Edit][Complete]) is available for each activity that may be used to Edit or Complete the selected activity.

 

 

See Also:

square_blue Editing Pending Activities

square_blue Completing Pending Activities