View List of DEAL

Purpose: user can use this feature for

  • Check deal information or status when deal is created

  • Query deal stage

Steps to perform:

  1. The user/ partner goes to the "Deal" menu and selects the conditions for viewing the deal list (if desired).

  2. The system will list the deals according to the selected conditions. If the user leaves the selection conditions blank, the system will list all deals available for the logged-in account.

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