To display the Forecast action button on the Quote/Proposal page, you need to create it and add it to the quote/proposal page layout.
To Create the Forecast Button
- Go to Quote/Proposal object.
- Click New Button or Link under Buttons, Links and Actions section.
Enter the following values:
Field Name Value Label Forecast Name Forecast Display Type Detail Page Button Behavior Display in existing window with sidebar Content Source Visualforce Page Content Select ShowForecastBilling from the content dropdown menu.
- Click Save.
The Forecast button is created. Add it to the quote/proposal layout to enable your sales representatives to see the Forecast button on the quote/proposal page.