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:
- Search for the deal whose proposed price lists details you want to view in the Search Deal zone of the Deal Dashboard screen.
-
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.
- Ensure that the entity hierarchy is expanded in the Deal Information zone.
-
Click the Drop-down (
) icon in the Action column corresponding to the person or account whose proposed price list assignments you want to view.
-
Click the View and Assign Proposed Price List option from the drop-down list.
The Price List Assignment screen appears.
- 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 |