Search Deal

The Search Deal zone allows you to search deals for which the next required action has to be performed by the user as per the deal approval workflow. It contains the following two sections:

  • Search Criteria - The Search Criteria section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Search By Used to indicate whether you want to search for a deal using the deal, customer, or account details. The valid values are:

    • Deal Details

    • Customer Details

    • Account Details

    Note: By default, the Deal Details option is selected.
    		 Yes
    Division Used to search deals which are associated with a particular division to which the user belongs.
    Note: You can only view those divisions to which you have access in the Division list.
    		 No
    Deal ID Used to search for a particular deal.
    Note: This field appears when the Deal Details option is selected from the Search By list.
    		 No
    Start Date Used to search deals which are effective from a particular date onwards.
    Note:

    This field appears when the Deal Details option is selected from the Search By list.

    The start date cannot be later than the end date.

    		 No
    End Date Used to search deals which are effective till a particular date.
    Note:

    This field appears when the Deal Details option is selected from the Search By list.

    The end date cannot be earlier than the start date.

    		 No
    Status Used to search deals with a particular status.
    Note: This field appears when the Deal Details option is selected from the Search By list.
    		 No
    Created By Used to search deals which are created by a particular user.
    Note:

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the User Search window appears.

    On specifying the creator, the description of the creator appears corresponding to the Created By field.

    This field appears when the Deal Details option is selected from the Search By list.

    		 No
    Customer Segment Used to search deals which are created for customers associated to a particular business component.
    Note: This field appears when the Customer Details option is selected from the Search By list.
    		 No
    Person ID Used to search deals which are created for a particular customer.
    Note: This field appears when the Customer Details option is selected from the Search By list.
    		 No
    Person Name Used to search deals which are created for persons or accounts with a particular name.
    Note: This field appears when the Customer Details or Account Details option is selected from the Search By list.
    		 No
    Person Identifier Type Used to search deals which are created for persons using a particular identifier type.
    Note: This field appears when the Customer Details option is selected from the Search By list.
    		 Yes (Conditional)
    Note: If you enter person identifier as a search criteria, you have to select the person identifier type.
    Person Identifier Used to specify the value for the person identifier type for searching deals created for the persons.
    Note: This field appears when the Customer Details option is selected from the Search By list.
    		 Yes (Conditional)
    Note: If you enter person identifier type as a search criteria, you have to specify the person identifier.
    Account ID Used to search deal which is created for a particular account.
    Note: This field appears when the Account Details option is selected from the Search By list.
    		 No
    Account Identifier Type Used to search deals which are created for accounts using a particular identifier type.
    Note: This field appears when the Account Details option is selected from the Search By list.
    		 Yes (Conditional)
    Note: If you enter account identifier as a search criteria, you have to select the account identifier type.
    Account Identifier Used to specify the value of the account identifier type for searching deals created for accounts.
    Note: This field appears when the Account Details option is selected from the Search By list.
    		 Yes (Conditional)
    Note: If you enter account identifier type as a search criteria, you have to select the primary account identifier.
    Deal Entity Used to search deals which are created for a particular entity. The valid values are:

    • Account - Used to search deals which are created for the existing accounts in the system.

      Note: This value appears when you select the Deal Details or Account Details option from the Search By list.

    • Customer - Used to search deals which are created for the existing customers in the system.

      Note: This value appears when you select the Deal Details or Customer Details option from the Search By list.

    • Prospect - Used to search deals which are created for the existing prospects in the system.

      Note: This value appears when you select the Deal Details or Customer Details option from the Search By list.
    		 Yes (Conditional)
    Note: This field is required while searching for deals created for the respective entities.
    Deal Type Used to search deals which are created using a particular deal type.
    Note:

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Deal Type Search window appears.

    On specifying the deal type, the description of the deal type appears corresponding to the Deal Type field.

    This field appears when the Deal Details option is selected from the Search By list.

    		 Yes (Conditional)
    Note: This field is required while searching deals using the Deal Details.
    Deal Creation From Date Used to search deals which are created from a particular date onwards.
    Note: By default, the system displays the date which is specified in the Deal Limits in Months option type of the C1-DEAL feature configuration. You can change the date if required.
    		 No
    Deal Creation To Date Used to search deals which are created till a particular date.
    Note: By default, the system displays the date which is specified in the Deal Limits in Months option type of the C1-DEAL feature configuration. You can change the date if required.
    		 No
    Deal Identifier Used to search deals which are created using a particular deal identifier.
    Note: This field appears when the Deal Details option is selected from the Search By list.
    		 No
    Assigned To My Role Used to search only those deals to which the user has access for approval.
    Note: On clicking the check box you can search for deals as per the access group defined in the Approval Hierarchy of the Deal Approval Profile to which the user belongs.
    		 Yes (Conditional)
    Note: This field is required while searching deals which are assigned to the user for approval.

  • Search Results - On clicking the Search button, a list of deals appear based on the specified search criteria. The Search Results section contains the following columns:

    Column Name Column Description
    Deal Information Displays the concatenated string of information about the deal separated by a comma (,).
    Note: It has a link. On clicking the link, the Deal Information screen appears where you can view the details of the respective deal.
    Person Information Displays the concatenated string of information about the main person for whom the deal is created in the system.
    Note:

    It has a link. On clicking the link, the Customer 360° Information or the Prospect Person screen appears where you can view the details of the respective person.

    The Customer 360° Information screen appears when you select the Account or Customer option from the Deal Entity list in the Search Criteria while searching for a deal. Whereas, the Prospect Person screen appears when you select the Prospect option from the Deal Entity list in the Search Criteria while searching for a deal.
    Deal Entity Indicates the entity for which the deal is created in the system. The valid values are:

    • Account

    • Customer

    • Prospect
    Start Date Displays the date from when the deal is effective for the deal entity.
    End Date Displays the date till when the deal is effective for the deal entity.
    Status Indicates the current status of the deal.
    Created By Displays the user who has created the deal in the system.
    View Approval Workflow On clicking the View Approval Workflow (The View Approval Workflow Icon) icon, the Deal Approval Workflow screen appears where you can view the details of the approval workflow of the respective deal.
    Print Deal On clicking the Print ( The Print Icon ) icon, the Deal Extraction screen appears where you can filter the options as per your requirement and extract the deal information in the PDF or Excel format.
    Note:

    By default, the Search Results section lists all the deals which are assigned to the user for the period as specified in the Deal Limits in Months option type of the C1-DEAL feature configuration.

    Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

    By default, the Filter area is hidden. You can view the Filter area by clicking the Filters (The Filters Icon) icon in the upper right corner of this zone.

Related Topics

For more information on... See...
How to search for a deal Searching for a Deal
Deal Approver Dashboard screen Deal Approver Dashboard