View and Download Deals

This image shows the Deals Management screen.

Within the dashboard screen, users can:

  • View Dashboards with key information:
    • Status
    • Active Deals
    • Income
  • View the list of deals.
  • Apply filters directly in the results table or using the Facet Search menu.
  • Order results directly in the table.
  • Perform multiple actions to the deals:
    • View or edit a deal (by clicking the ID).
    • Create a new deal.
    • Upload a deal.
    • Download (one or multiple deals selected).
    • Reject a deal (one or multiple deals selected).
    • Approve a deal (one or multiple deals selected).
    • Cancel a deal (one or multiple deal selected).
    • Copy a deal (only one deal selected).
  • View the current value and performance (by clicking the Value).
  • Create/view/reply to queries (by clicking the Queries icon).
  • View issues of deals (by clicking the issues icon when available).