What are the other actions you can perform on forecast categories?
Following are the different actions you can perform on forecast categories: | 1. | Mapping forecast categories
You can add more forecast categories by clicking Map Forecast Category. |
| 2. | Deleting forecast categories
Click the Delete icon under the Adjustable column to delete a forecast category. |
| 3. | Viewing unmapped sales stages
Sales stages in the pipeline that have not been mapped to any forecast category are displayed in the block beside the forecast category block. |
| 4. | Adding new picklist values to Sales Stage - Click inside a block in the Sales Stage column. You will see all the unused sales stages.
- Select a sales stage to add in a forecast category.
- Click Save.
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