Deal Approval Profiles
The Deal Approval Profiles zone lists the deal level, division level, or product level approval profiles associated with the deal type using which the deal is approved in the system. It contains the following columns:
| Column Name | Column Description |
|---|---|
| Effective Start Date | Displays the date from when the deal approval profile is effective for the deal type. |
| Effective End Date | Displays the date till when the deal approval profile is effective for the deal type. |
| Approval Type | Indicates whether the deal type is used for approving a deal
in the product level approval workflow, deal level approval workflow,
or division level approval workflow. The valid values are:
|
| Division | Indicates the division for which the deal level approval,
division level approval, or product level approval is required. Note: It has a link. On clicking the link, the Division screen appears where you can view the details of the respective
division.
|
| Customer Segment | Indicates the customer segment for which the deal approval profile is required. |
| Customer Tier | Indicates the customer tier for which the deal approval profile is required. |
| Product | Indicates the product for which the product level approval
is required. Note: It has a link. On clicking the link, the Product screen appears where you can view the details
of the respective product.
|
| Deal Approval Profile | Indicates the approval profile used for approving the deal. Note: It has a link. On clicking the link, the Deal Approval
Profile screen appears where you can view the details
of the respective deal approval profile.
|
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.
By default, the Deal Approval Profiles zone
does not appear in the Deal Type screen. It
appears when you click the Broadcast (
) icon corresponding to a deal type
in the Deal Type List zone.
On clicking the Broadcast () icon corresponding to a deal approval
profile, the Customer Characteristics zone
appears which lists the characteristics of the customers for whom
the deal is defined using the deal type.
Related Topics
| For more information on... | See... |
|---|---|
| How to edit a deal type | Editing a Deal Type |
| How to copy a deal type | Copying a Deal Type |
| How to delete a deal type | Deleting a Deal Type |
| How to associate a deal approval profile with a deal type | Associating a Deal Approval Profile with a Deal Type |
| Deal Type screen | Deal Type |
| Deal Type List zone | Deal Type List |
| Customer Characteristics zone | Customer Characteristics |