Deal Information

The Deal Information screen enables you to do the following:

• Define a deal for the entities (i.e. customers, accounts, and prospect persons) which are already available in the system

• Define a new prospect for which you want to create a deal

• Derive reference customers and deals during deal creation using a questionnaire

• 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

The Deal Information screen contains the following zones:

• Search Entity

  Note: The Search Entity zone appears in the Deal Information screen only when you are defining a deal for an entity (i.e. customer, account, or prospect person).

• Deal

  Note: By default, the Deal zone does not appear in the Deal Information screen. 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 while defining a deal.

• Questionnaire

  Note: By default, the Questionnaire zone does not appear in the Deal Information screen. It appears when the Skip Questionnaire check box is unchecked in the Deal zone while defining a deal and when the Questionnaire Template is associated with the Deal Type using which you are defining the deal.

• Select Reference

  Note: By default, the Select Reference zone does not appear in the Deal Information screen. It appears when the Skip Reference check box is unchecked in the Deal zone while defining a deal.

• Reference Details

  Note: By default, the Reference Details zone does not appear in the Deal Information screen. It appears when you click the Broadcast () icon corresponding to a reference in the Search Results section of the Select Reference zone.

• Deal Information

Parent topic: Deal Pricing Management