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1. auto calculation of % for forecasting

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   3 comments  ·  Matrix » Deals  ·  Delete…  ·  Admin →
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   John Black commented  ·  Dec 16, 2015  ·  Edit…  ·  Delete…

   Avoid manually entering each month's expected billing when you can copy over last years actual and make a small percent increase or decrease. This would be for pending, not budget, to help AE's save time on their large account lists.

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   John Black supported this idea  ·  Dec 16, 2015