FORECAST MODIFY/VIEW

The Forecast Modify/View page allows users to search, view, and edit existing forecasts. It provides options to create new forecasts, quickly locate specific ones, and modify details as needed, ensuring efficient management of forecast data.

  1. Click on "Sales and Marketing".
  2. Click on "Modify/View" under "Forecast".

STEPS TO MODIFY/VIEW

A tab will open where user can see this page

MODIFY/VIEW PAGE

Add , Search and View

MODIFY/VIEW ADD SEARCH VIEW

  1. Add/Create New: To create a new forecast, the user can click on the "Add" icon, which will redirect them to the creation page.
  2. View Craeted Quote: Users can view the details of the forecast they have created.
  3. Search Particular Quote: The search bar allows users to quickly find a specific Forecast by name or other criteria.

Actions

MODIFY/VIEW ACTION

Edit

Click on the edit icon to open the page where user can modify the required fields.

View

Click on the Eye icon to view the created Customer master.

Icons

MODIFY/VIEW ICONS

  1. Home: By clicking the Home icon, users will be redirected to the home page.
  2. Back: Click the back arrow icon to return to the previous page.