Does anyone know if Omited (Closed/Lost) Oppty can be added to Forecasting as a column? It is not technically a pipeline however it would be helpful to see deals that were lost too. I researched it but cannot find it.
Thank you!!!
1 resposta
Hi Egle,
You just need to change the Forecast Category on the Opportunity Stage picklist value. Here is the screen print of the edit page. You get there by going to Setup/Customize/Opportunities/Fields and click on Stage. Then Edit next to Closed/Lost. The Forecast category should be omitted.
