Planning New Partners

Unknown

Hi Community,

 

seeking best advice again.

 

In our Bottom Up planning we ask our Sales Managers to forecast the following months on customer level. They have the oppportunity to forecast existing customers but also new (to be onboarded) customers. This looks pretty much like this:

 

I managed to get the Existing Customers to Board and enable planning there, however I would like to have the option to let the Sales Managers add potential New Customers as well.

 

Any idea on how to make that happen in Board?

 

Thanks and happy weekend.

 

Mathias

Unknown

Hi Mathias,

 

Please have a look at following chapter in the help: Creating new entity members 
This should fit your needs.

All the best,
Jonathan