Managing deal status

You can and update the status of a deal as defined in the deal workflow.

Note: Before managing a deals status, ensure that:

• Full access permission is provided to the Deal Management:

• Portfolio Page & Deal Creation

• Deal Details

• Deal Overview

• Update Deal Status

• A deal is created.

• A deal workflow is created.

To update the status of a deal, perform the following steps.

1.

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

2.

On the Portfolio page, click Deal ID or click View for the deal.

3.

On the left navigation menu, click Overview.

4.

At the top-right of the Overview page, click and select the required deal status.

Note: The statuses defined in the deal workflow are displayed in the drop-down.

Note: To preview a deal workflow, click Editing Deal Details > Preview .

5.

On the Confirm Status Transition dialog box, click Confirm.

The deal Overview page is displayed with updated deal status.