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Account Planning

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Forecasts

Forecasts by rep.
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The table below can be forecasts from your actual Salesforce workspace. Hover over the table and hit Edit. You’ll see an option to connect with your Salesforce account on the right sidebar. Reach out to our if you have issues with integrating with Salesforce.
Forecasts (Salesforce)
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Connect your account to refresh data from Salesforce.




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