Associating the Terms and Conditions with a Deal
Prerequisites
To associate terms and conditions with a deal you should have:
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Terms and conditions defined in the application
Procedure
To associate terms and conditions with a deal:
- Search for the deal in the Search Deal zone of the Deal Dashboard screen to which you want to associate the terms and conditions.
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Click the Deal Terms and Conditions link at the top right corner of the Deal Information zone.
The Terms and Conditions screen appears.
- Ensure that the Terms and Conditions section is expanded in the Terms and Conditions screen.
- Select the required terms and conditions by clicking the check box corresponding to the terms and conditions in the Terms and Conditions section.
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Click Save.
The terms and conditions are associated with the deal.Note: You can associate terms and conditions with a deal until the deal is in the Customer Accepted or Rejected status.
Related Topics
| For more information on... | See... |
|---|---|
| How to search for a deal | Searching for a Deal |
| Search Deal zone | Search Deal |
| Deal Dashboard screen | Deal Dashboard |
| Deal Information zone | Deal Information |
| Terms and Conditions screen | Terms and Conditions |