Adding a Log Entry for a Deal
Procedure
To add a log entry for a deal:
- Search for the deal in the Search Deal zone of the Deal Dashboard screen for which you want to add a log entry.
-
Click the Deal Log link at the top
right corner of the Deal Information zone.
The Deal Log and Comments screen appears.
-
Click the Comments or Show All link in the Section pane
of the Deal Log and Comments screen.
The Comments section appears. It contains the following columns:
Column Name Column Description Mandatory (Yes or No) Creation Date Time Displays the date and time when the log entry is created for the deal in the system. Not applicable User Indicates the user who has created the log entry for the deal in the system. Not applicable Comments Displays the reason why the log entry is created for the deal. Not applicable In addition, the Comments section contains the following field:
Field Name Field Description Mandatory (Yes or No) Comment Used to specify the reason for creating a new log entry for the deal. Yes - Enter the required details in the Comment field.
-
Click Save.
The log entry is created for the deal.
Related Topics
For more information on... | See... |
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Deal Dashboard screen | Deal Dashboard |
Search Deal zone | Search Deal |
Deal Information screen | Deal Information |
Deal Information zone | Deal Information |
Deal Log and Comments screen | Deal Log and Comments |