Viewing the Person Information
Procedure
To view the person information:
- Search for the deal whose person information you want to view in the Search Deal zone of the Deal Approver Dashboard screen.
-
In the Search Results section, click
the link in the Person Information column corresponding
to the deal whose person information you want to view.
The Customer 360° Information or the Prospect Person screen appears.Note: The Customer 360° Information screen appears when you select the Account or Customer option from the Deal Entity list in the Search Criteria while searching for a deal. Whereas, the Prospect Person screen appears when you select the Prospect option from the Deal Entity list in the Search Criteria while searching for a deal.
- View the person information of the deal in the Customer 360° Information - Person tab or the Prospect Person screen.
Related Topics
For more information on... | See... |
---|---|
How to search for a deal | Searching for a Deal |
Deal Approver Dashboard screen | Deal Approver Dashboard |
Search Deal zone | Search Deal |
Customer 360° Information - Person tab | Customer 360° Information - Person |