- “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.
- 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.
Deals help you see which contacts are closest to buying. Deals help you see a contact’s revenue potential. You can create a saved filter of