• YLo
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Hello,

 

Our VP of Sales has asked that I exclude 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 renewal opportunities by a "renewal" checkbox field I created in the opportunity.  The renewal opportunities move through the sales stages and Forecast categories the same as the new business opportunities.  Therefore, they are shwing up in the Forecast. Is there a way that I can exclude the "renewal" opportunities from the Forecast?  Is there a better way to set up this scenario in Salesforce.com.

 

I would greatly appreciate any advice and suggestions regarding this!

 

Best,


Yvette

  • February 09, 2011
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