Deal To Do
The Deal To Do zone lists the deal approval To Do's assigned to the user that belongs to the access group as defined in the approval hierarchy of the Deal Approval Profile screen. It also lists the deal information for which the deal approval To Do is generated. It contains the following columns:
Column name | Column Description |
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To Do | On clicking the To Do icon (![]() |
Deal Information | Displays the concatenated string of information about the
deal separated by a comma (,) for which the To Do is created. Note: It has a link. On clicking the link, the Deal Information screen appears where you can perform the required action.
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Note: By default, the system lists the To Do's for the
user that are created in the period which is specified in the Deal Limits in Months option type of the C1-DEAL feature configuration. You can change the period if required.
You can filter the list using various criteria (such as, To Do Type, Priority, Start Date, and End Date) available
in the Filter area. By default, the Filter area is hidden. You can view the Filter area by clicking the Filters ( ) icon in the upper right corner of this
zone.
Related Topics
For more information on... | See... |
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Deal Approval Profile screen | Deal Approval Profile |
Deal Approver Dashboard screen | Deal Approver Dashboard |