0 Stimmen

Forecast

Version 6.1 von QUIS Admin am 2023/01/09 10:24

Warnung: Aus Sicherheitsgründen wird das Dokument in einem eingeschränkten Modus angezeigt, da es sich nicht um die aktuelle Version handelt. Dadurch kann es zu Abweichungen und Fehlern kommen.

Forecast Auf dieser Seite finden Sie alle wichtigen Informationen über Forecast in der biz.Suite.	Dokumentiert von: Alida Wagner Inhaltsverzeichnis Ungültiges Makro: toc. Grund: [Can't find descriptor for the component with type [interface org.xwiki.contrib.numbered.content.toc.TocTreeBuilderFactory] and hint [default]]. Klicke auf diese Nachricht, um Details zu erfahren. org.xwiki.rendering.macro.MacroLookupException: Macro [toc/xwiki/2.1] failed to be instantiated. at org.xwiki.rendering.internal.macro.DefaultMacroManager.getMacro(DefaultMacroManager.java:137) at org.xwiki.rendering.internal.transformation.macro.MacroTransformation$PriorityMacroBlockMatcher.match(MacroTransformation.java:152) at org.xwiki.rendering.block.match.BlockNavigator.getFirstBlock(BlockNavigator.java:253) at org.xwiki.rendering.block.match.BlockNavigator.getFirstBlock(BlockNavigator.java:258) at org.xwiki.rendering.block.match.BlockNavigator.getFirstBlock(BlockNavigator.java:258) at org.xwiki.rendering.block.match.BlockNavigator.getFirstBlock(BlockNavigator.java:258) at org.xwiki.rendering.block.match.BlockNavigator.getFirstBlock(BlockNavigator.java:258) at org.xwiki.rendering.block.match.BlockNavigator.getFirstBlock(BlockNavigator.java:258) at org.xwiki.rendering.block.match.BlockNavigator.getFirstBlock(BlockNavigator.java:258) at org.xwiki.rendering.block.AbstractBlock.getFirstBlock(AbstractBlock.java:636) at org.xwiki.rendering.internal.transformation.macro.MacroTransformation.transform(MacroTransformation.java:239) at org.xwiki.rendering.internal.transformation.DefaultRenderingContext.transformInContext(DefaultRenderingContext.java:183) at org.xwiki.rendering.internal.transformation.DefaultTransformationManager.performTransformations(DefaultTransformationManager.java:88) at org.xwiki.display.internal.DocumentContentAsyncExecutor.executeInCurrentExecutionContext(DocumentContentAsyncExecutor.java:396) at org.xwiki.display.internal.DocumentContentAsyncExecutor.execute(DocumentContentAsyncExecutor.java:269) at org.xwiki.display.internal.DocumentContentAsyncRenderer.execute(DocumentContentAsyncRenderer.java:112) at org.xwiki.rendering.async.internal.block.AbstractBlockAsyncRenderer.render(AbstractBlockAsyncRenderer.java:157) at org.xwiki.rendering.async.internal.block.AbstractBlockAsyncRenderer.render(AbstractBlockAsyncRenderer.java:54) at org.xwiki.rendering.async.internal.DefaultAsyncRendererExecutor.syncRender(DefaultAsyncRendererExecutor.java:290) at org.xwiki.rendering.async.internal.DefaultAsyncRendererExecutor.render(DefaultAsyncRendererExecutor.java:267) at org.xwiki.rendering.async.internal.block.DefaultBlockAsyncRendererExecutor.execute(DefaultBlockAsyncRendererExecutor.java:125) at org.xwiki.display.internal.DocumentContentDisplayer.display(DocumentContentDisplayer.java:67) at org.xwiki.display.internal.DocumentContentDisplayer.display(DocumentContentDisplayer.java:43) at org.xwiki.display.internal.DefaultDocumentDisplayer.display(DefaultDocumentDisplayer.java:96) at org.xwiki.display.internal.DefaultDocumentDisplayer.display(DefaultDocumentDisplayer.java:39) at org.xwiki.sheet.internal.SheetDocumentDisplayer.display(SheetDocumentDisplayer.java:123) at org.xwiki.sheet.internal.SheetDocumentDisplayer.display(SheetDocumentDisplayer.java:52) at org.xwiki.display.internal.ConfiguredDocumentDisplayer.display(ConfiguredDocumentDisplayer.java:68) at org.xwiki.display.internal.ConfiguredDocumentDisplayer.display(ConfiguredDocumentDisplayer.java:42) at com.xpn.xwiki.doc.XWikiDocument.display(XWikiDocument.java:1388) at com.xpn.xwiki.doc.XWikiDocument.getRenderedContent(XWikiDocument.java:1524) at com.xpn.xwiki.doc.XWikiDocument.displayDocument(XWikiDocument.java:1474) at com.xpn.xwiki.doc.XWikiDocument.displayDocument(XWikiDocument.java:1443) at com.xpn.xwiki.api.Document.displayDocument(Document.java:788) at jdk.internal.reflect.GeneratedMethodAccessor959.invoke(Unknown Source) at java.base/jdk.internal.reflect.DelegatingMethodAccessorImpl.invoke(DelegatingMethodAccessorImpl.java:43) at java.base/java.lang.reflect.Method.invoke(Method.java:569) at org.apache.velocity.util.introspection.UberspectImpl$VelMethodImpl.doInvoke(UberspectImpl.java:571) at org.apache.velocity.util.introspection.UberspectImpl$VelMethodImpl.invoke(UberspectImpl.java:554) at org.apache.velocity.runtime.parser.node.ASTMethod.execute(ASTMethod.java:221) at org.apache.velocity.runtime.parser.node.ASTReference.execute(ASTReference.java:368) at org.apache.velocity.runtime.parser.node.ASTReference.value(ASTReference.java:704) at org.apache.velocity.runtime.parser.node.ASTExpression.value(ASTExpression.java:75) at org.apache.velocity.runtime.parser.node.ASTSetDirective.render(ASTSetDirective.java:242) at org.apache.velocity.runtime.parser.node.ASTBlock.render(ASTBlock.java:147) at org.apache.velocity.runtime.parser.node.SimpleNode.render(SimpleNode.java:439) at org.apache.velocity.runtime.parser.node.ASTIfStatement.render(ASTIfStatement.java:190) at org.apache.velocity.runtime.parser.node.ASTBlock.render(ASTBlock.java:147) at org.xwiki.velocity.internal.directive.TryCatchDirective.render(TryCatchDirective.java:86) at org.apache.velocity.runtime.parser.node.ASTDirective.render(ASTDirective.java:304) at org.apache.velocity.runtime.parser.node.SimpleNode.render(SimpleNode.java:439) at org.apache.velocity.Template.merge(Template.java:358) at org.apache.velocity.Template.merge(Template.java:262) at org.xwiki.velocity.internal.InternalVelocityEngine.evaluate(InternalVelocityEngine.java:225) at com.xpn.xwiki.internal.template.VelocityTemplateEvaluator.evaluateContent(VelocityTemplateEvaluator.java:105) at com.xpn.xwiki.internal.template.TemplateAsyncRenderer.evaluateContent(TemplateAsyncRenderer.java:219) at com.xpn.xwiki.internal.template.TemplateAsyncRenderer.renderVelocity(TemplateAsyncRenderer.java:174) at com.xpn.xwiki.internal.template.TemplateAsyncRenderer.render(TemplateAsyncRenderer.java:135) at com.xpn.xwiki.internal.template.TemplateAsyncRenderer.render(TemplateAsyncRenderer.java:54) at org.xwiki.rendering.async.internal.DefaultAsyncRendererExecutor.lambda$syncRender$0(DefaultAsyncRendererExecutor.java:284) at com.xpn.xwiki.internal.security.authorization.DefaultAuthorExecutor.call(DefaultAuthorExecutor.java:98) at org.xwiki.rendering.async.internal.DefaultAsyncRendererExecutor.syncRender(DefaultAsyncRendererExecutor.java:284) at org.xwiki.rendering.async.internal.DefaultAsyncRendererExecutor.render(DefaultAsyncRendererExecutor.java:267) at org.xwiki.rendering.async.internal.block.DefaultBlockAsyncRendererExecutor.render(DefaultBlockAsyncRendererExecutor.java:154) at com.xpn.xwiki.internal.template.InternalTemplateManager.render(InternalTemplateManager.java:904) at com.xpn.xwiki.internal.template.InternalTemplateManager.renderFromSkin(InternalTemplateManager.java:866) at com.xpn.xwiki.internal.template.InternalTemplateManager.render(InternalTemplateManager.java:853) at com.xpn.xwiki.internal.template.InternalTemplateManager.renderNoException(InternalTemplateManager.java:808) at com.xpn.xwiki.internal.template.InternalTemplateManager.renderNoException(InternalTemplateManager.java:800) at com.xpn.xwiki.internal.template.DefaultTemplateManager.renderNoException(DefaultTemplateManager.java:79) at com.xpn.xwiki.internal.template.DefaultTemplateManager.renderNoException(DefaultTemplateManager.java:73) at org.xwiki.template.script.TemplateScriptService.render(TemplateScriptService.java:54) at jdk.internal.reflect.GeneratedMethodAccessor867.invoke(Unknown Source) at java.base/jdk.internal.reflect.DelegatingMethodAccessorImpl.invoke(DelegatingMethodAccessorImpl.java:43) at java.base/java.lang.reflect.Method.invoke(Method.java:569) at org.apache.velocity.util.introspection.UberspectImpl$VelMethodImpl.doInvoke(UberspectImpl.java:571) at org.apache.velocity.util.introspection.UberspectImpl$VelMethodImpl.invoke(UberspectImpl.java:554) at org.apache.velocity.runtime.parser.node.ASTMethod.execute(ASTMethod.java:221) at org.apache.velocity.runtime.parser.node.ASTReference.execute(ASTReference.java:368) at org.apache.velocity.runtime.parser.node.ASTReference.render(ASTReference.java:492) at org.apache.velocity.runtime.parser.node.ASTBlock.render(ASTBlock.java:147) at org.apache.velocity.runtime.directive.VelocimacroProxy.render(VelocimacroProxy.java:218) at org.apache.velocity.runtime.directive.RuntimeMacro.render(RuntimeMacro.java:331) at org.apache.velocity.runtime.directive.RuntimeMacro.render(RuntimeMacro.java:261) at org.apache.velocity.runtime.parser.node.ASTDirective.render(ASTDirective.java:304) at org.apache.velocity.runtime.parser.node.SimpleNode.render(SimpleNode.java:439) at org.apache.velocity.Template.merge(Template.java:358) at org.apache.velocity.Template.merge(Template.java:262) at org.xwiki.velocity.internal.InternalVelocityEngine.evaluate(InternalVelocityEngine.java:225) at com.xpn.xwiki.internal.template.VelocityTemplateEvaluator.evaluateContent(VelocityTemplateEvaluator.java:105) at com.xpn.xwiki.internal.template.TemplateAsyncRenderer.evaluateContent(TemplateAsyncRenderer.java:219) at com.xpn.xwiki.internal.template.TemplateAsyncRenderer.renderVelocity(TemplateAsyncRenderer.java:174) at com.xpn.xwiki.internal.template.TemplateAsyncRenderer.render(TemplateAsyncRenderer.java:135) at com.xpn.xwiki.internal.template.TemplateAsyncRenderer.render(TemplateAsyncRenderer.java:54) at org.xwiki.rendering.async.internal.DefaultAsyncRendererExecutor.lambda$syncRender$0(DefaultAsyncRendererExecutor.java:284) at com.xpn.xwiki.internal.security.authorization.DefaultAuthorExecutor.call(DefaultAuthorExecutor.java:98) at org.xwiki.rendering.async.internal.DefaultAsyncRendererExecutor.syncRender(DefaultAsyncRendererExecutor.java:284) at org.xwiki.rendering.async.internal.DefaultAsyncRendererExecutor.render(DefaultAsyncRendererExecutor.java:267) at org.xwiki.rendering.async.internal.block.DefaultBlockAsyncRendererExecutor.render(DefaultBlockAsyncRendererExecutor.java:154) at com.xpn.xwiki.internal.template.InternalTemplateManager.render(InternalTemplateManager.java:904) at com.xpn.xwiki.internal.template.InternalTemplateManager.renderFromSkin(InternalTemplateManager.java:866) at com.xpn.xwiki.internal.template.InternalTemplateManager.render(InternalTemplateManager.java:853) at com.xpn.xwiki.internal.template.InternalTemplateManager.renderNoException(InternalTemplateManager.java:808) at com.xpn.xwiki.internal.template.InternalTemplateManager.renderNoException(InternalTemplateManager.java:800) at com.xpn.xwiki.internal.template.DefaultTemplateManager.renderNoException(DefaultTemplateManager.java:79) at com.xpn.xwiki.internal.template.DefaultTemplateManager.renderNoException(DefaultTemplateManager.java:73) at org.xwiki.template.script.TemplateScriptService.render(TemplateScriptService.java:54) at jdk.internal.reflect.GeneratedMethodAccessor867.invoke(Unknown Source) at java.base/jdk.internal.reflect.DelegatingMethodAccessorImpl.invoke(DelegatingMethodAccessorImpl.java:43) at java.base/java.lang.reflect.Method.invoke(Method.java:569) at org.apache.velocity.util.introspection.UberspectImpl$VelMethodImpl.doInvoke(UberspectImpl.java:571) at org.apache.velocity.util.introspection.UberspectImpl$VelMethodImpl.invoke(UberspectImpl.java:554) at org.apache.velocity.runtime.parser.node.ASTMethod.execute(ASTMethod.java:221) at org.apache.velocity.runtime.parser.node.ASTReference.execute(ASTReference.java:368) at org.apache.velocity.runtime.parser.node.ASTReference.render(ASTReference.java:492) at org.apache.velocity.runtime.parser.node.ASTBlock.render(ASTBlock.java:147) at org.apache.velocity.runtime.directive.VelocimacroProxy.render(VelocimacroProxy.java:218) at org.apache.velocity.runtime.directive.RuntimeMacro.render(RuntimeMacro.java:331) at org.apache.velocity.runtime.directive.RuntimeMacro.render(RuntimeMacro.java:261) at org.apache.velocity.runtime.parser.node.ASTDirective.render(ASTDirective.java:304) at org.apache.velocity.runtime.parser.node.ASTBlock.render(ASTBlock.java:147) at org.apache.velocity.runtime.parser.node.ASTIfStatement.render(ASTIfStatement.java:171) at org.apache.velocity.runtime.parser.node.ASTBlock.render(ASTBlock.java:147) at org.apache.velocity.runtime.parser.node.SimpleNode.render(SimpleNode.java:439) at org.apache.velocity.runtime.parser.node.ASTIfStatement.render(ASTIfStatement.java:190) at org.apache.velocity.runtime.parser.node.SimpleNode.render(SimpleNode.java:439) at org.apache.velocity.Template.merge(Template.java:358) at org.apache.velocity.Template.merge(Template.java:262) at org.xwiki.velocity.internal.InternalVelocityEngine.evaluate(InternalVelocityEngine.java:225) at com.xpn.xwiki.internal.template.VelocityTemplateEvaluator.evaluateContent(VelocityTemplateEvaluator.java:105) at com.xpn.xwiki.internal.template.TemplateAsyncRenderer.evaluateContent(TemplateAsyncRenderer.java:219) at com.xpn.xwiki.internal.template.TemplateAsyncRenderer.renderVelocity(TemplateAsyncRenderer.java:174) at com.xpn.xwiki.internal.template.TemplateAsyncRenderer.render(TemplateAsyncRenderer.java:135) at com.xpn.xwiki.internal.template.TemplateAsyncRenderer.render(TemplateAsyncRenderer.java:54) at org.xwiki.rendering.async.internal.DefaultAsyncRendererExecutor.lambda$syncRender$0(DefaultAsyncRendererExecutor.java:284) at com.xpn.xwiki.internal.security.authorization.DefaultAuthorExecutor.call(DefaultAuthorExecutor.java:98) at org.xwiki.rendering.async.internal.DefaultAsyncRendererExecutor.syncRender(DefaultAsyncRendererExecutor.java:284) at org.xwiki.rendering.async.internal.DefaultAsyncRendererExecutor.render(DefaultAsyncRendererExecutor.java:267) at org.xwiki.rendering.async.internal.block.DefaultBlockAsyncRendererExecutor.render(DefaultBlockAsyncRendererExecutor.java:154) at com.xpn.xwiki.internal.template.InternalTemplateManager.render(InternalTemplateManager.java:904) at com.xpn.xwiki.internal.template.InternalTemplateManager.renderFromSkin(InternalTemplateManager.java:866) at com.xpn.xwiki.internal.template.InternalTemplateManager.renderFromSkin(InternalTemplateManager.java:846) at com.xpn.xwiki.internal.template.InternalTemplateManager.render(InternalTemplateManager.java:832) at com.xpn.xwiki.internal.template.DefaultTemplateManager.render(DefaultTemplateManager.java:91) at com.xpn.xwiki.internal.template.DefaultTemplateManager.render(DefaultTemplateManager.java:85) at com.xpn.xwiki.XWiki.evaluateTemplate(XWiki.java:2564) at com.xpn.xwiki.web.Utils.parseTemplate(Utils.java:180) at com.xpn.xwiki.web.XWikiAction.execute(XWikiAction.java:651) at com.xpn.xwiki.web.XWikiAction.execute(XWikiAction.java:339) at com.xpn.xwiki.web.LegacyActionServlet.service(LegacyActionServlet.java:108) at javax.servlet.http.HttpServlet.service(HttpServlet.java:764) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:227) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:162) at com.xpn.xwiki.web.ActionFilter.doFilter(ActionFilter.java:122) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:189) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:162) at org.xwiki.wysiwyg.filter.ConversionFilter.doFilter(ConversionFilter.java:61) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:189) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:162) at org.apache.tomcat.websocket.server.WsFilter.doFilter(WsFilter.java:53) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:189) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:162) at org.xwiki.container.servlet.filters.internal.SetHTTPHeaderFilter.doFilter(SetHTTPHeaderFilter.java:63) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:189) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:162) at org.xwiki.resource.servlet.RoutingFilter.doFilter(RoutingFilter.java:132) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:189) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:162) at org.xwiki.container.servlet.filters.internal.SavedRequestRestorerFilter.doFilter(SavedRequestRestorerFilter.java:208) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:189) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:162) at org.xwiki.container.servlet.filters.internal.SetCharacterEncodingFilter.doFilter(SetCharacterEncodingFilter.java:117) at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:189) at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:162) at org.apache.catalina.core.StandardWrapperValve.invoke(StandardWrapperValve.java:197) at org.apache.catalina.core.StandardContextValve.invoke(StandardContextValve.java:97) at org.apache.catalina.authenticator.AuthenticatorBase.invoke(AuthenticatorBase.java:540) at org.apache.catalina.core.StandardHostValve.invoke(StandardHostValve.java:135) at org.apache.catalina.valves.ErrorReportValve.invoke(ErrorReportValve.java:92) at org.apache.catalina.valves.AbstractAccessLogValve.invoke(AbstractAccessLogValve.java:687) at org.apache.catalina.core.StandardEngineValve.invoke(StandardEngineValve.java:78) at org.apache.catalina.connector.CoyoteAdapter.service(CoyoteAdapter.java:359) at org.apache.coyote.http11.Http11Processor.service(Http11Processor.java:399) at org.apache.coyote.AbstractProcessorLight.process(AbstractProcessorLight.java:65) at org.apache.coyote.AbstractProtocol$ConnectionHandler.process(AbstractProtocol.java:889) at org.apache.tomcat.util.net.NioEndpoint$SocketProcessor.doRun(NioEndpoint.java:1735) at org.apache.tomcat.util.net.SocketProcessorBase.run(SocketProcessorBase.java:49) at org.apache.tomcat.util.threads.ThreadPoolExecutor.runWorker(ThreadPoolExecutor.java:1191) at org.apache.tomcat.util.threads.ThreadPoolExecutor$Worker.run(ThreadPoolExecutor.java:659) at org.apache.tomcat.util.threads.TaskThread$WrappingRunnable.run(TaskThread.java:61) at java.base/java.lang.Thread.run(Thread.java:840) Caused by: org.xwiki.component.manager.ComponentLookupException: Failed to lookup component [org.xwiki.contrib.numbered.content.toc.internal.TocMacro] identified by type [interface org.xwiki.rendering.macro.Macro] and hint [toc] at org.xwiki.component.embed.EmbeddableComponentManager.getInstance(EmbeddableComponentManager.java:332) at org.xwiki.component.embed.EmbeddableComponentManager.getInstance(EmbeddableComponentManager.java:317) at org.xwiki.component.internal.multi.DelegateComponentManager.getInstance(DelegateComponentManager.java:83) at org.xwiki.component.internal.multi.DelegateComponentManager.getInstance(DelegateComponentManager.java:83) at org.xwiki.component.internal.multi.DelegateComponentManager.getInstance(DelegateComponentManager.java:83) at org.xwiki.component.internal.multi.DelegateComponentManager.getInstance(DelegateComponentManager.java:83) at org.xwiki.component.internal.multi.DelegateComponentManager.getInstance(DelegateComponentManager.java:83) at org.xwiki.rendering.internal.macro.DefaultMacroManager.getMacro(DefaultMacroManager.java:131) ... 190 more Caused by: org.xwiki.component.manager.ComponentLookupException: Can't find descriptor for the component with type [interface org.xwiki.contrib.numbered.content.toc.TocTreeBuilderFactory] and hint [default] at org.xwiki.component.embed.EmbeddableComponentManager.getInstance(EmbeddableComponentManager.java:304) at org.xwiki.component.embed.EmbeddableComponentManager.getInstance(EmbeddableComponentManager.java:302) at org.xwiki.component.embed.EmbeddableComponentManager.getDependencyInstance(EmbeddableComponentManager.java:591) at org.xwiki.component.embed.EmbeddableComponentManager.createInstance(EmbeddableComponentManager.java:540) at org.xwiki.component.embed.EmbeddableComponentManager.getComponentInstance(EmbeddableComponentManager.java:636) at org.xwiki.component.embed.EmbeddableComponentManager.getInstance(EmbeddableComponentManager.java:329) ... 197 more

Forecast

Dient zum Erfassen potenzieller Umsätze zu einem Thema / Kontakt. Konkrete Verkaufschancen können Mandantenübergreifend erstellt werden.

Beschreibung	Screen
Um einen Forecast in der biz.Suite anzulegen, müssen Sie im Modul CRM unter Forecast rechts unten auf das blaue Plus drücken.
Nach Betätigen des Buttons geht ein Fenster auf, in welchem Sie folgende Angaben machen müssen: Name Ansprechpartner
Sobald der Forecast angelegt wurde, wird dieser in der Liste aller Forecast gelistet. In dieser Ansicht können Sie direkt Notizen anlegen, den Forecast bearbeiten oder löschen. Um nähere Informationen anzuschauen, müssen Sie auf den jeweiligen klicken.
Nun öffnet sich die Detailansicht. Dort sind folgende Sachen hinterlegt: Kennung des potenziellen Kunden Gesamtforcast Person Diese Sachen können Sie hinterlegen: Einzelforecasts Aufgaben Anfragen Besprechung Dokumente

Einzelforecast

Beschreibung	Screen
Möchten Sie einen Einzelforecast hinzufügen, dann müssen Sie auf das blue Plus unten rechts klicken.
Nach betätigen des Buttons öffnet sich ein Fenster, mitdem Sie einen Forecast anlegen können Dort müssen Sie folgende Angaben machen, um weiter zu kommen: Name Kunde Mandant Dort können Sie folgende Angaben machen: Forecast

Aufgaben

Beschreibung	Screen
Unter dem Reiter "Aufgaben" können Sie alle Aufgaben zu dem Forecast gelistet einsehen. Dabei können sie zwischen allen oder nur offen Aufgaben filtern.

Anfragen

Hier werden alle Anfragen zu dem Forecast gelistet.

Beschreibung	Screen
Unter dem Reiter "Anfragen" können Sie alle Anfragen zu dem Forecast gelistet einsehen.

Besprechungen

Unter dem Punkt "Besprechung" können Sie eine Besprechungsserie anlegen.

Beschreibung	Screen
Diese Besprechungsserie legen Sie an, indem Sie auf das kleine Plus klicken.

Dokumente

Beschreibung	Screen
Unter dem Punkt "Dokumente" können Sie wichtige Dokumente hinterlegen. Dies können Sie, indem Sie die Dokumente entweder durch Klicken oder per Drag and Drop hochladen.

Nächster CRM-Prozess-Schritt: Interessenten