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:

  • Search Entity

  • Deal

    Note: By default, the Deal zone does not appear in the Deal Information - Deal page. It appears when you click the Broadcast (The Broadcast Icon) 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...
How to search for an entity Searching for an Entity
How to define a deal Defining a Deal