Deal Information - Deal
The Deal Information - Deal page enables you to define a deal for the entities (i.e. customers, accounts, and prospect persons) which are already available in the system. It also enables you create a new prospect for which you want to define a deal. It contains the following zones:
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Note: By default, the Deal zone does not appear in the Deal Information - Deal page. It appears when you click the Broadcast (
) icon corresponding to an entity (i.e. customer, account, or prospect person) in the Search Results section of the Search Entity zone.
Related Topics
For more information on... | See... |
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How to search for an entity | Searching for an Entity |
How to define a deal | Defining a Deal |