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John C..ax1662John C..ax1662 

Need to Omit Renewals from Forecasts

Hello,

 

I've been asked to all renewal opportunities from our Forecast. I am not sure what the best way to approach this is and need some advice!  We currently differentiate the opportunities with a "Type" picklist with 4 different values including "Renewal".

 

The renewal opportunities move through the sales stages and Forecast categories the same as the new business opportunities.  Therefore, they are showing up in the Forecast. Is there a way that I can exclude the "renewal" opportunities from the Forecast?  

 

I would greatly appreciate any advice and suggestions regarding this!

 

Thanks!