Viewing the Entity Hierarchy of a Deal
Procedure
To view the entity hierarchy of a deal:
- Search for the deal whose entity hierarchy you want to view 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 whose entity hierarchy you want to view.
The Deal Information screen appears.
- View the customer hierarchy in the Deal Information zone.
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 |