Reviewing a Deal
Procedure
To review a deal:
- Search for the deal in the Deal Dashboard screen.
-
In the Search Results section, click
the Review Deal (
) icon in the Review Deal column corresponding to the deal which you want to review.
The Deal Review screen appears. It contains the following fields:Field Name Field Description Mandatory (Yes or No) Status Displays the status of the deal. The valid values is: -
Pending for Review
Not applicable Comment Used to specify information about reviewing the deal. Yes -
-
Enter the required details in the Deal Review screen.
Note: You can review a deal when it is in the Pending for Review status.
-
Click Save.
The deal is reviewed.
Related Topics
For more information on... | See... |
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Deal Dashboard screen | Deal Dashboard |