Deal To Do
The Deal To Do zone lists all the To Do’s generated for the approving the deal. It contains the following columns:
Column name | Column Description |
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To Do | On clicking the To Do icon (![]() |
Deal Information | Displays the concatenated string of information about the
deal separated by a comma (,) for which the To Do is created. Note: It has a link. On clicking the link, the Deal Information screen appears where you can perform the required action.
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Note: By default, the system lists the To Do’s that
are created in the period which is specified in the Deal
Limits in Months option type of the C1-DEAL feature configuration. You can change the period if required.
You can filter the list using various criteria (such as, To Do Type, Priority, Start Date, and End Date) available
in the Filter area. By default, the Filter area is hidden. You can view the Filter area by clicking the Filters ( ) icon in the upper right corner of this
zone.
Note: Pagination is used to display limited number of records in
this zone. You can use the navigation links, such as Previous and Next to navigate between pages.
Related Topics
For more information on... | See... |
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Deal Dashboard screen | Deal Dashboard |