Deal Type
A deal type helps the system to determine:
-
Whether the pricing for each price item should be approved in the deal
-
Whether the deal should be assigned to users for approval as per the limits defined in the deal approval profile
-
Whether the pricing and financial summary should be approved at the product level
-
Whether the pricing and financial summary should be approved at the division level
-
Whether the highest level approval in the approval hierarchy is required for the deal
-
Whether the existing pricing should be pre-approved in the deal
-
The questionnaire template using which you want to find references for creating a deal
-
The deal approval profile that should be used for a product level approval
-
The deal approval profile that should be used for a division level approval
-
The deal approval profile that should be used for the deal level approval based on the division, customer segment, and customer tier combination
The Deal Type screen allows you to define, view, edit, copy, and delete a deal type. It contains the following zones:
Related Topics
| For more information on... | See... |
|---|---|
| How to define a deal type | Defining a Deal Type |
| How to associate a deal approval profile with a deal type | Associating a Deal Approval Profile with a Deal Type |
| How to associate an algorithm with a deal type | Associating an Algorithm with a Deal Type |
| How to define a characteristic for a deal type | Defining a Characteristic for a Deal Type |
| 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 |
Parent topic: Deal Pricing Management