Finalizing a Deal

Procedure

To finalize a deal:

  1. Do either of the following:
    If you want to...Then...
    Finalize a deal from the Deal Dashboard screen

    1. Search for the deal in the Search Deal zone of the Deal Dashboard screen.

    2. In the Search Results section, click the Finalize ( The Finalize Deal Icon ) icon in the Finalize Deal column corresponding to the deal which you want to finalize.
    Finalize a deal from the Deal Information screen

    1. Search for the deal 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 which you want to finalize.

      The Deal Information screen appears.

    3. In the Deal Information zone, click the Finalize Deal button.

    A message appears confirming whether you want to finalize the deal.

  2. 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...
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