Finalizing a Deal
Procedure
To finalize a deal:
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Do either of the following:
If you want to... Then... Finalize a deal from the Deal Dashboard screen -
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 Finalize ( ) icon in the Finalize Deal column corresponding to the deal which you want to finalize.
Finalize a deal from the Deal Information screen -
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 which you want to finalize.
The Deal Information screen appears.
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In the Deal Information zone, click the Finalize Deal button.
A message appears confirming whether you want to finalize the deal.
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Click OK.
The deal is finalized.Note:
You can finalize a deal when it is in the Approved status.
After finalizing a deal, the status of the deal changes to Finalized.
Related Topics
For more information on... | See... |
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How to search for a deal | Searching for a Deal |
Deal Dashboard screen | Deal Dashboard |
Search Deal zone | Search Deal |
Deal Information screen | Deal Information |
Deal Information zone | Deal Information |