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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.

About this course

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

Curriculum

Configuring your Pre-Reqs Part 1 - Salesforce Sync
Configuring your Pre-Reqs Part 2
Configuring the User Rollup
Configuring your Quota
Configuring your Forecast within Outreach
Launching Forecasting and Pipeline Management in your instance

About this course

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

Configuring your Pre-Reqs Part 1 - Salesforce Sync
Configuring your Pre-Reqs Part 2
Configuring the User Rollup
Configuring your Quota
Configuring your Forecast within Outreach
Launching Forecasting and Pipeline Management in your instance