To Edit a Deal
1. Click Deals in the menu bar located at the
top of any page.
2. Select the account that has the deal associated
with it that you want to change the status, from My Accounts list on the left.
3. Select the deal name that you wish to adjust the
pending dollar from the deal name drop down list.
4. Adjust the pending dollars for each station and
month.
5. Click the Save button.
Deals can be viewed in these areas
1. Deals List (Click on Lists -> Deals).
2. Deal Management page (Click on Deals at the top of the screen).
3. On the Deals tab of an account's profile screen.
4. Deal Status Report (Click on Reports -> Forecasting & Deals tab -> Deal Status Report).
To change an Office
1.Click the Deals menu option from the Matrix menu bar (top of screen).
2.Select an account that houses the Deal from the My Accounts list on the left.
3.Select the Deal Name from the Deal Name drop down list.
4.Click the pencil icon (as shown below).
5.The Edit Deal Details dialog box displays. Here you can change the Office via clicking on the Office drop down box.
6.Click the Save button to commit any changes.
To change the Weight on a Deal
When setting a “Weight” on a Deal, you are applying a percentage to the pending dollar amount that you have entered, which represents the likelihood that the Deal is going to close. The Weight percentage calculates the Weighted Forecast.
1. On the Deal Management Screen, click on the Edit button.
2. Slide the “Weight” bar to the value that you would like to use (in increments of 5 percent)
3. Click Save button
NOTE: If you are not able to slide the Weight bar, then the Weight is tied to the Sales Stage. You would need to select a different Sales Stage to apply a pre-determined Weight percentage based on the stage selected.
**If the Weights are tied to the Sales Stage, this is a corporate based decision.
Quick Deal Edit Changes
1. Mouse over the green dollar sign “$” next to the Account that has a Deal you would like to change.
2. Click on the "Quick Edit" link for the Deal that you would like to change.
3. Slide the “Weight” bar to the value that you would like to use (in increments of 5 percent)
4. Click Save button
NOTE: If you are not able to slide the Weight bar, then the Weight is tied to the Sales Stage. you will need to select a different Sales Stage to apply a pre-determined Weight percentage based on the stage selected.
**If the Weights are tied to the Sales Stage, this is a corporate based decision.
To change a Deal's Status to Open - Pending
1. Click Deals in the menu bar located at the top of any page.
2. Select the account that has the deal associated with it that you want to change the status, from My Accounts list on the left.
3. Click the Edit button (a little pencil icon, next to the deal name drop down list). The Edit Deal Details dialog box displays.
4. In the Status drop down field, click the drop down arrow, and then select Open–Pending
5. Click the Save button
Set up a Time Frame on a Deal
1.Click Deals on the top of your screen
2.Select an account that houses the Deal from the My Accounts list on the left
3.Select the Deal Name from the Deal Name drop down list.
4.Click the pencil icon (as shown below). The Edit Deal Details dialog box displays, then you can change the Time Frame (also shown below).
6. Click the Save button to commit any changes.
For more information, please view the article of “Work with an Account's Deals - Adding or Editing Deals”