Deal Information - Reference

The Deal Information - Reference page enables you to search for a customer or a deal whose price item pricing, price list assignments, and product enrollments you want to use as a reference for creating a deal. It contains the following zones:

  • Select Reference

  • Reference Details

    Note: By default, the Deal Information - Reference page does not appear while creating a deal. It appears when the Skip Reference check box is unchecked in the Deal zone of Deal Information - Deal page.

Related Topics

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Deal zone Deal
Deal Information - Deal page Deal Information - Deal