Deal Log and Comments

The Deal Log and Comments screen allows you to view the complete trail of actions performed on the deal. It also allows you to manually add a log entry for the deal. It contains the following sections:

• Log - The Log section contains the following fields:

  Field Name	Field Description
  Deal ID	Displays the deal ID.
  Deal Information	Displays the concatenated string of deal information separated by a comma (,).

  In addition, the Log section contains the following columns:

  Column Name	Column Description
  Creation Date Time	Displays the date and time when the action was performed on the deal due to which the log is created in the system.
  Details	Displays the details of the actions performed on the deal.
  User	Indicates the user who has performed the action on the deal.
  Log Type	Indicates the type of log using which the action is performed on the deal.
  Related Object	Indicates the object or entity which is created when the action is performed on the deal. Note: At present, no data appears in this column. The implementation team can build the custom logic to meet the business requirements.
  Status Reason	Indicates the reason why the action is performed on the deal.

• Comments - The Comments section contains the following columns:

  Column Name	Column Description
  Creation Date Time	Displays the date and time when the log entry is created for the deal in the system.
  User	Indicates the user who has created the log entry for the deal in the system.
  Comments	Displays additional information about the log entry created for the deal.
  Reason	Displays the reason why the log entry is created for the deal.

  In addition, the Comments section contains the following fields:

  Field Name	Field Description
  Reason	Used to specify the reason why the log entry is created for the deal. Note: This list includes only those values which are defined in the Approval Workflow Reason screen where the Reason Category is set to Deal General.
  Comment	Used to specify the reason for creating a new log entry for the deal.

Related Topics

Parent topic: Deal Pricing Management