Viewing the Pricing and Commitments of a Particular Customer
Procedure
To view the pricing and commitments a particular customer:
- Search for the deal in the Search Deal zone of the Deal Dashboard screen.
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In the Search Results section, click
the link in the Deal Information column corresponding
to the deal whose customers pricing and commitments you want to view.
The Deal Information screen appears.
-
Click the Deal Pricing and Commitments button in the Simulation Details zone.
The Deal Pricing and Commitments screen appears.
- Ensure that the Search Pricing and Commitments section is expanded in the Deal Pricing and Commitments screen.
- Select the Customer option from the Search By list.
- Specify the customer whose pricing and commitments you want to view in the Person ID field.
-
Click the Show All Pricing button
available in the Search Pricing and Commitments section.
The pricing and commitments of the customer appears in the Pricing and Commitments section.
- View the pricing and commitments of the customer in the Pricing and Commitments section.
Related Topics
For more information on... | See... |
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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 |
Simulation Details zone | Simulation Details |
Deal Pricing and Commitments screen | Deal Pricing and Commitments |