Consider Only Prospect Accounts of a Customer During Deal Simulation

Until now, the system enabled you to add prospect accounts for an existing customer. Now, you can include only prospect accounts of a customer while creating a deal for an existing customer.

Earlier, the Include Hierarchy option was available while creating a deal for an existing customer. Now, instead, the Accounts to include in Simulation field is available while creating a deal for an existing customer. Note that the Accounts to include in Simulation field appears only when the simulation type of the deal is set to Customer. The Accounts to include in Simulation list contains the following options:

• All Accounts in the Hierarchy - Used when you want to consider all the accounts of the customer, its child persons, and the child persons' accounts in the deal.

• Accounts of this Customer - Used when you want to consider only the accounts (including the existing and prospect accounts) of the customer in the deal.

• Only Prospect Accounts of this Customer - Used when you want to consider only the prospect accounts of the customer in the deal.

The Accounts to include in Simulation field is not mandatory. If you do not specify the value for the Accounts to include in Simulation field, the system, by default, sets its value to All Accounts in the Hierarchy.

While creating a deal for a prospect person where the simulation type is set to Customer, the Accounts to include in Simulation field is not shown on the user interface. But, the system, by default, sets the value of the Accounts to include in Simulation field to All Accounts in the Hierarchy.