What’s the difference between the deal forecast and the deal board? [UPDATED]

What’s the difference between the deal forecast and the deal board? Question/Answer & Solution

  • “Deal forecast” and “deal board” are two different names for the same thing.
  • They are essentially the same, but they’re located in different areas of the CRM.
  • Correct Answer : The deal board helps with deal maintenance, while the deal forecast helps with prioritization.
  • The deal forecast is for managers, and the deals board is for individual reps.

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