Plus.Live | Forecast.Live | Knowledge Base
Setting Up Forecast.Live (General)
Follow these steps to set up Forecast.Live. Ignore if you are already using another Plus Application.
Your Business Settings
After "Setting Up Forecast.Live (General)" is complete, decide on exact settings for your Business.
Sending All Reminders
This section details how to set up your automation for all overdue reminders
Sending Select Reminders
The Select Reminder section gives guidance on specific reminders
Viewing Customer Information
You can view Customer information in a number of ways.
Add notes, appointments and tasks against Customers within Forecast.Live
Reports in Forecast.Live
View Reports in Forecast.Live
Commonly asked Questions