Rejecting a Deal
Prerequisites
-
Reasons defined in the Approval Workflow Reason screen where the Reason Category is set to Deal Reject
Procedure
To reject a deal:
-
Do either of the following:
If you want to... Then... Reject a deal from the Deal Dashboard screen -
Search for the deal in the Search Deal zone of the Deal Dashboard screen.
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In the Search Results section, click the Reject (
) icon in the Reject Deal column corresponding to the deal which you want to reject.
Reject a deal from the Deal Information screen -
Search for the deal in the Search Deal zone of the Deal Dashboard screen.
-
In the Search Results section, click the link in the Deal Information column corresponding to the deal which you want to reject.
The Deal Information screen appears.
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In the Deal Information zone, click the Reject Deal button.
The Deal Rejection screen appears. It contains the following fields:Field Name Field Description Mandatory (Yes or No) Status Displays the status of the deal. The valid value is: -
Rejected
Not applicable Reason Lists the reasons why you want to reject 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 Reject.Yes Comments Used to specify information about rejecting the deal. Yes -
- Enter the required details in the Deal Rejection screen
-
Click Save.
A message appears confirming whether you want to reject the deal.
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Click OK.
The deal is rejected.Note:
You can reject a deal only when it is in the Finalized status.
After rejecting a deal, the status of he deal changes to Rejected.
Related Topics
| For more information on... | See... |
|---|---|
| How to search for a deal | Searching for a Deal |
| Deal Dashboard screen | Deal Dashboard |
| Search Deal zone | Search Deal |
| Deal Information screen | Deal Information |
| Deal Information zone | Deal Information |