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In this tutorial, Mike explains how to add opportunity items to your forecast. First, navigate to your forecast and click on Review to view current forecast items. Go to the Unforecasted tab to choose the item to add. You can include an item by selecting "Yes," regardless of whether it meets forecast criteria. However, it's advisable to include items that match your company’s win probability criteria of 70% or higher. If the win probability is higher, update it accordingly (e.g., to 90%) and save your changes. Finally, select the Forecast Items tab to view the newly added item, noting that the forecast amount will reflect your updates immediately.
