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In this tutorial, Mike explains how to add opportunity items to your forecast. First, navigate to your forecast and click 'Review' to view current forecast items from your pipeline. Go to the 'Unforested' tab to select the item you want to add. You can include a forecast item by selecting 'Yes', regardless of whether it meets the criteria. However, to align with company guidelines, it’s best to include items with a win probability of 70% or higher. If the win probability for your item has increased (e.g., to 90%), update this value and save your changes. Finally, check the 'Forecast Items' tab to see the newly added item, with the forecast amount reflecting your updates.
