Activate the Forecasts page type

You can only use forecasts in InSite, if you have activated the Forecasts page type.

To activate the Forecasts page type:

  1. Go to: General / In & OutSite / Site.
  2. Open the properties of the site.
  3. Go to the tab: Page types.
  4. Select the Activated check box after the Forecasts page type.
  5. Click on: OK.

    The change is now published automatically.

Directly to

  1. Configure forecasts in InSite
  2. Activate the Forecasts page type
  3. Authorise functionality
  4. Create the Sales cockpit menu item