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Configuring your Pre-Reqs Part 1 - Salesforce Sync
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Configuring your Pre-Reqs Part 2
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Configuring the User Rollup
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Configuring your Quota
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Configuring your Forecast within Outreach
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Launching Forecasting and Pipeline Management in your instance
Forecasting and pipeline management for admins: Outreach forecasting
This course walks you through each of the steps needed to enable and configure the Forecasting and Pipeline Management feature in Outreach.
In this course you will learn:
- What the Forecasting and Pipeline Management feature does within Outreach
- How to enable the new UI
- How to configure your Salesforce instance
- How to create your User Rollup
- How to create your Quota
- How to create your Forecasts