Deal Approval Profile List
The Deal Approval Profile List zone lists the deal approval profiles that are already defined in the system. It contains the following columns:
| Column Name | Column Description |
|---|---|
| Deal Approval Profile | Displays the deal approval profile. |
| Description | Displays the description of the deal approval profile. |
| Edit | On clicking the Edit ( ) icon, the Deal Approval Profile screen appears where you can edit the details of the deal approval
profile. |
| Duplicate | On clicking the Duplicate ( ) icon, the Deal Approval
Profile screen appears where you can define a new deal
approval profile using an existing deal approval profile. |
| Delete | On clicking the Delete ( ) icon, you can delete the deal approval
profile.Note: You can delete a deal approval profile only when the
deal approval profile is not yet used for creating a deal type.
|
Note: Pagination is used to display limited number of records in this
zone. You can use the navigation links, such as Previous and Next to navigate between pages.
You can filter the list using various search criteria (such as, Deal Approval Profile, Status, Description, To Do Type, Approval Profile Currency, and To Do Role) 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.
On clicking the Broadcast (
) icon corresponding to a deal approval
profile, the Deal Approval Profile zone appears
where you can view the details of the respective deal approval profile.
Related Topics
| For more information on... | See... |
|---|---|
| How to edit a deal approval profile | Editing a Deal Approval Profile |
| How to copy a deal approval profile | Copying a Deal Approval Profile |
| How to delete a deal approval profile | Deleting a Deal Approval Profile |
| How to view the details of a deal approval profile | Viewing the Deal Approval Profile Details |