Viewing All Deals

To view all your Deals, navigate to the Deals page. This page shows deals created by you or your supplier.

Example of the Deals page:

You can use the filters in the-hand sidebar to reduce the number of items in the list or click the buttons to sort the data.

These filters are useful:

• Distributed - distinguish between deals distributed by your supplier (Yes) and deals you've registered yourself (No).

• Account - show deals raised against a particular customer account.

  This filter is available if your supplier has permitted the use of accounts. It shows the accounts for which you have deals.

• Stage - show deals that are at a particular negotiation stage
• Sales Rep - show deals that are assigned to a particular sales rep

The deals are sorted by Create Date as a default. If you change the sort, you can click the icon to save it. The next time you navigate to the page, it will be arranged in the same way.

In this view, you can see this information as a minimum for each deal:

Field	Type	Description
Deal Name	Text	The name of the deal. Click on the name to display the details of the deal.
Account Name	Text	The customer account associated with the deal.
Status	Date	The current approval status from the supplier.
Value	Number	The total expected value of the deal, or the sum of the line items included in the deal. This column also shows the Deal Type associated with the deal listing. Deal Types are created by the supplier to categorize the unique requirements of deals.
Sales Rep	Text	The sales rep assigned to the deal. Click the link to open a mailto: link in your email application.

Select a single filter or click the icon to launch the Advanced Filters window, where you can configure a filter based on multiple criteria.