Viewing the Pricing and Commitment Details of a Person

Procedure

To view the pricing and commitment details of a person:

  1. Search for the deal whose pricing and commitment details for the person you want to view in the Search Deal zone of the Deal Dashboard screen.
  2. In the Search Results section, click the link in the Deal Information column corresponding to the deal whose pricing and commitment details for the person you want to view.
    The Deal Information screen appears.
  3. Ensure that the entity hierarchy is expanded in the Deal Information zone.
  4. Click the Drop-down (The Drop-down Icon ) icon in the Action column corresponding to the person whose pricing and commitment details you want to view.
  5. Click the View and Edit Pricing option from the drop-down list.
    The Pricing and Commitments screen appears.
  6. View the pricing and commitment details of the person in the Pricing and Commitments zone.

Related Topics

For more information on... See...
How to search for a deal Searching for a Deal
Search Deal zone Search Deal
Deal Dashboard screen Deal Dashboard
Deal Information screen Deal Information
Deal Information zone Deal Information
Pricing and Commitments screen Pricing and Commitments