Defining Deal Portfolios
You associate deals with a portfolio on the Deal Detail page at deal entry. Use this page to establish your portfolios.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
TRX_PORTFLIO_DEFN |
Establish portfolios for categorizing deals. |
Use the Deal Portfolios page (TRX_PORTFLIO_DEFN) to establish portfolios for categorizing deals.
Navigation:
This example illustrates the fields and controls on the Deal Portfolios page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Status |
Select either Active or Inactive to indicate the status of the portfolio. |