Gridlex Zip Forecast and Goals

Create Goals & Forecast Scenarios

With Gridlex Zip CRM you can create custom goals and forecast scenarios to monitor revenue, quantity and other custom fields by individual reps, which can be scaled up. Further, goals and forecasts can be set based on Opportunities, Units, Organizations, Contacts and Items for custom periods, and they can be on a Daily, Weekly, Monthly or Quarterly basis. You can set and use the default currency for your entity or choose from different currencies.


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