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 (![]() |
Duplicate | On clicking the Duplicate (![]() |
Delete | On clicking the Delete (![]() 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](../images/Filters.jpg)
On clicking the Broadcast () 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 |