Search for Pipeline Responsible Records

Use the Revenue Forecast Methods submodule to search for pipeline responsible records in a selected profit forecast method.

To use the Revenue Forecast Methods submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To search for a pipeline responsible record:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the profit forecast method with the pipeline responsible record that you are looking for.
3. In the left pane of the Settings screen, click Finance > Revenue Forecast Methods.
4. Highlight the profit forecast method with the pipeline responsible record that you are looking for and in the bottom grid, click the Pipeline Responsibles tab.
5. On the toolbar of the bottom grid, use the Search field to enter a keyword associated with the pipeline responsible record.