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Introduction to Forecasting and pipeline management for users
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Use Pipeline Summary to monitor your deals
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Review and submit weekly forecasts to keep sales leaders informed
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Prepare for upcoming quarters for long term planning
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Summary with reference materials
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Course feedback survey
Forecasting and Pipeline Management for users
Learn how to review your pipeline and submit weekly forecasts.
This course discusses how an end user can leverage Outreach’s forecasting and pipeline management features to easily track pipeline, submit weekly forecasts, and plan for upcoming quarters.
Topics include:
- Effectively use the Pipeline Dashboard to monitor your deals
- Review and submit weekly forecast updates
- Easily plan for upcoming quarters