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  1. From the top of the screen, select the required filter options.
  2. Click Refresh. The Jobs list will be updated.
  3. From the Jobs list, select a job.
  4. Click Edit. The Forecast Site Approvals dialog will be displayed.
  5. Edit the details.
  6. Click OK. The dialog will close.

Tip : The Notes section of the Forecast Site Approvals dialog and Work Flow Tools screen are CRM Comments created by the Forecast Site Approvals Department.

Changing The Current Job

To further review information and to add comments for a selected job, the current job that is displayed in the context bar can be changed.

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