Deal To Do

The Deal To Do zone lists the deal approval To Do's assigned to the user that belongs to the access group as defined in the approval hierarchy of the Deal Approval Profile screen. It also lists the deal information for which the deal approval To Do is generated. It contains the following columns:

Column name	Column Description
To Do	On clicking the To Do icon (), the To Do Entry screen appears where you can view the details of the respective To Do assigned to the user.
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.

Note: By default, the system lists the To Do's for the user 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.

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