Adding a Log Entry for a Deal Version

Procedure

To add a log entry for a deal version:

  1. Search for the deal version in the Search Deal zone of the Deal Dashboard screen for which you want to add a log entry.
  2. Click the Deal Version Log link at the top right corner of the Deal Information zone.
    The Deal Version Log and Comments screen appears.
  3. Click the Comments or Show All link in the Section pane of the Deal Version 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 version in the system. Not applicable
    User Indicates the user who has created the log entry for the deal version in the system. Not applicable
    Comments Displays the reason why the log entry is created for the deal version. 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 log entry for the deal version. Yes
  4. Enter the required details in the Comment field.
  5. Click Save.
    The log entry is created for the deal version.

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 Version Log and Comments screen Deal Version Log and Comments