Adding a Log Entry for a Deal

Procedure

To add a log entry for a deal:

  1. Search for the deal in the Search Deal zone of the Deal Dashboard screen for which you want to add a log entry.
  2. Click the Deal Log link at the top right corner of the Deal Information zone.
    The Deal Log and Comments screen appears.
  3. 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
  4. Enter the required details in the Comment field.
  5. Click Save.
    The log entry is created for the deal.

Related Topics

For more information on... See...
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