Viewing deal info
Written by
For each deal, the following overview info is available:
- Availability of partner tools.
- Deal status:
In process,Won, orLoss. - General information: Name, type, account, subaccount, and description.
- Forecast: Amount, consumption type, number of users, total user potential for the customer, and closing period.
- Analytics: Section with products associated with the deal.
- Additional: Creation and update date.
To view deal info in the Partner Portal:
Partner portal
- Go to the partner portal.
- In the left-hand panel, select Deals.
- Click the row with the deal you want to get info about.