Navigating to deals from the Portfolio page

You can access deals and navigate to the deal Overview page from the Portfolio page.

Note: Ensure that full access is provided to the Portfolio page and Deal Creation permissions.

To navigate to deals from the Portfolio page, perform the following steps.

1.

At the top-left of the page, click Portfolio.

2.

On the Portfolio page, on the Deals tab, click Deal ID or View for the required deal.

The Overview page of the specific deal is displayed.

Searching for deals on the Portfolio page

On the Portfolio page, you can search for deals using the deal name or deal ID.

To search for deals on the Portfolio page, perform the following steps.

1.

On the Portfolio page, in the search box, enter a part of a deal name or deal ID.

The filtered deals that match the search criteria are listed in the Portfolio grid.