Access the Deal Management page by selecting Deals in the Menu Bar located at the top of any page.
Once you select an account from the My Accounts List, you will easily be able to view and update the account’s deals. The details appear to the right in the Deal Details window.
Note: If you select an account that contains more than one open deal, then the most recently updated deal will display. If a deal does not exist, then a new deal will automatically be created. If you wish to save this new deal to the account, you will need to edit the deal’s details and you must save it by clicking the Save button.
Viewing other Deals
To view other deals associated with the account, including the last five closed deals, choose the deal from the dropdown list located at the top of the pod.
Note: If you select an account that contains more than one open deal, then the most recently updated deal will display. If a deal does not exist, then a new deal will automatically be created. If you wish to save this new deal to the account, you will need to edit the deal’s details and you must save it by clicking the Save button.
Viewing other Deals
To view other deals associated with the account, including the last five closed deals, choose the deal from the dropdown list located at the top of the pod.
View the Quick Details of a Deal
To view, but not edit, the details of the deal that is currently displayed, navigate to the Details link. A pop-up box will appear.
Note: This view will display the date the deal was created and when/who last updated the deal.
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