1. Events Management Guide
  2. Associating a Deal Roadshow with a Specific Deal (Finance Services Customers Only)

Associating a Deal Roadshow with a Specific Deal (Finance Services Customers Only)

The following procedure describes how to associate a specific deal with an event.

To associate a deal roadshow with a specific deal

  1. Navigate to the Site Map > Events view.

  2. In the Events list, select and drill down on the event for which you want to associate the deal.

  3. In the Event Details form, in the Deal Name field, click the select button.

  4. In the Opportunity dialog box, select Add, and then click OK.