1. From CRM module, click Opportunities. All Opportunities search screen will appear. 3 tabs will be available (All Opportunities, Pipeline Forecast, Win/Loss Analysis)

Image 1 - All Opportunities

2. Go to Pipeline Forecast tab:

3. User can remove the Line of Business in the graph (Total Amount x Salespersons), click the Line of Business legend to exclude it from the graph.

4. To open opportunity from Pipeline Forecast tab, select the opportunity then click Open Selected button.

 

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