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2012年6月11日 22:04

Forecasting

I'm new to Salesforce, and am trying to figure out the best way to forecast revenue. Generally we have a customer who may give us an open PO for a number of products over a six-month period, that may change throughout the time period.. Instead of creating 6-separate Opportunitities, what are my other options?

Are there any Apps that would provide a better solution?

Dave

5 件の回答

Pierre D (OpenText)
2012年6月11日 22:56
Having 6 opps is probably the cheapest/easiest option! With cloning functionality, it's not a complicated process.

If you want to get away from that, Product Schedules could help.

http://eu1.salesforce.com/help/doc/en/customize_schedule.htm

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