Deal Page
To open a deal page, click on the name of the required deal in the Deals section. Opening a deal page is also available from any other system section, if the name of this deal is displayed as a hyperlink.
 |
|
Fig. 1. Deal page
|
Toolbar buttons
 |
When you click Create Task, a page for creating a task opens with the Deal field filled in automatically. The created task will be displayed on the Tasks tab of the deal page.
|
 | |
 | |
 |
 When you click Actions or a drop-down menu appears, which allows you to:
|
 |
When you click Call, a page for creating a call opens with the Contractor and Deal fields filled in automatically.
|
Deal page tabs
About the Deal tab
The right part of the page displays:
-
a table with incoming payments on the deal;
-
a summary table with all the incoming payments on the deal;
-
the Tasks unit (fig. 1), which displays all the tasks on the deal.
The left part of the page contains the information about the deal. The information in some fields is a link, clicking it opens a dialog box with data on this object instance. When you click on the name of a marketing event or a contractor, the respective page of the event or the contractor opens.
Relationships tab
This tab contains a table with all the relationships on this deal, including the overdue ones (in red), and comments to them. This table can be configured.
An example of the Relationships tab is shown in fig. 2.
|
|
|
Fig. 2. Deal page. Relationships tab
|
Note, that the information on relationships (including the overdue ones) can also be displayed on the Deals subsection page (fig. 3). For this, add the Next Relationship column to the data table. To learn more, read the respective Help article.
 |
|
Fig. 3. Deals section. Next Relationship column
|
Products tab
This tab (fig. 4) shows the list of products and/or services, involved in the deal.
 |
|
Fig. 4. Deal page. Products page
|
To add a product or a service to a deal, click Add Product below the data table. In the opened dialog box (fig. 5), select the required product in the Product * field and enter the quantity in the Amount of Product * field.
 |
|
Fig. 5. Adding a product
|
If this dialog box contains the 
button (available for users with permissions to edit the object), a product and/or service can be added to the Products and Services object. The system administrator assigns access permissions to objects in Administration – Users – Access Settings – Objects.
button (available for users with permissions to edit the object), a product and/or service can be added to the Products and Services object. The system administrator assigns access permissions to objects in Administration – Users – Access Settings – Objects.You can also add a group of elements to this hierarchical object. To learn more, see the respective Help section.
To save the changes, click Add. The product and/or service will be added to the deal and displayed on the Products tab.
Tasks tab
Access tab
This tab is similar to the Access tab of the Contractors page. By default, the permissions to access a deal are inherited from the contractor specified when creating the deal.