Deal Type List

The Deal Type List zone lists the deal types that are already defined in the system. It contains the following columns:

Column Name Column Description
Deal Type Displays the deal type.
Description Displays the description of the deal type.
Edit On clicking the Edit (The Edit Icon) icon corresponding to a deal type, the Deal Type screen appears where you can edit the details of the deal type.
Duplicate On clicking the Duplicate (The Duplicate Icon) icon corresponding to a deal type, the Deal Type screen appears where you can define a new deal type using an existing deal type.
Delete On clicking the Delete (The Delete Icon) icon corresponding to a deal type, you can delete the deal type.
Note: You can delete a deal type only when the deal type is not yet used for creating a deal.
Note: Pagination is used to display limited number of records in this zone. You can use the navigation links, such as Previous and Next to navigate between pages.
You can filter the list using various search criteria (such as, Deal Type, Description, Division, Customer Segment, Effective Date, Customer Tier, Status, Approval Type, and Deal Approval Profile) available in the Filter area. By default, the Filter area is hidden. You can view the Filter area by clicking the Filters (The Filters Icon) icon in the upper right corner of this zone.

On clicking the Broadcast (The Broadcast Icon) icon corresponding to a deal type, the Deal Type and Deal Approval Profiles zones appear with the respective details.

Related Topics

For more information on... See...
How to edit a deal type Editing a Deal Type
How to copy a deal type Copying a Deal Type
How to delete a deal type Deleting a Deal Type
How to view the details of a deal type Viewing the Details of a Deal Type
Deal Type zone Deal Type
Deal Approval Profiles zone Deal Approval Profiles