How to Copy Your Schedule Preset in Your Sales Tab

Here are the steps to copy your schedule presets into the Sales tab:

1. Select the “Sales” tab.
2. Select “Copy Forecast”.
3. A window will appear with copy options. You have the option to copy the forecast over to the next week or if you’d like to use a custom date range.
   
4. If you would like a custom date range, select the range to copy from as well as where you would like to copy it to. Select “Copy” to save your changes.

If you would like to clear the preset, here are the steps below:

1. Select the “Sales” tab.
2. Select “Clear Forecast” and "OK"