Skipping Reference for a Deal

Procedure

To skip reference for a deal:

  1. Ensure that the Select Reference zone is expanded in the Deal Information screen.
  2. Click the Skip Reference button in the top right corner of the Select Reference zone.
    A message appears confirming whether you want to skip the reference.
  3. Click OK.
    The reference is skipped.
    Tip: Alternatively, you can skip reference by clicking the check box corresponding to the Skip Reference field in the Deal zone of the Deal Information screen while defining a deal.

Related Topics

For more information on... See...
Select Reference zone Select Reference
Deal Information page Deal Information
Deal zone Deal