Advanced Settings

Within Advanced Settings- you'll find 'Onboarding Settings'. Onboarding Settings allows you to set timezone, fiscal year, multi-currency, as well as update forecast and stage settings- if need be. These are typically set up for you at the beginning of implementation. If making any changes to forecast categories or stages; we kindly ask you to reach out to your CSM first - in an effort to ensure the correct protocol is followed- without affecting the day to day processes done within the BoostUp Platform.