What’s The Difference Between The Deal Forecast And The Deal Board?

By | February 17, 2021

What’s The Difference Between The Deal Forecast And The Deal Board?

  • “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.