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 Used to Define Deal Portfolios

Page Name	Definition Name	Usage
Deal Portfolios Page	TRX_PORTFLIO_DEFN	Establish portfolios for categorizing deals.

Deal Portfolios Page

Use the Deal Portfolios page (TRX_PORTFLIO_DEFN) to establish portfolios for categorizing deals.

Navigation:

Deal Management, and then Administer Deals, and then Deal Portfolios

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.