Viewing the Person Information

Procedure

To view the person information:

  1. Search for the deal whose person information you want to view in the Search Deal zone of the Deal Approver Dashboard screen.
  2. 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.
  3. 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