Viewing the Proposed Price List Assignments of a Person or an Account

Procedure

To view the proposed price list assignments of a person or account:

  1. Search for the deal whose proposed price lists details 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 proposed price lists details 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 or account whose proposed price list assignments you want to view.
  5. Click the View and Assign Proposed Price List option from the drop-down list.
    The Price List Assignment screen appears.
  6. View the proposed price list assignments of the person or account in the Proposed Price Lists 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
Price List Assignment screen Price List Assignment