View All 'Active Deals' for a Contact
- Click on the Contacts module.
- Click on the Contact.
- Click on the Active Deals.
- Deals in which you are a part of will be unlocked and others will be locked (as shown below).
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View All 'Active Deals' for an Account
Navigate to the Accounts module. Click on the Account Name for which you want to view the Active Deals. Click on the ‘Active Deals’ tab. The system will show the Active Deals with that Account. Note: The logged-in user will see the Deal Locked icon ...
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Click on the Contact tab. Click on the contact’s name. Click on the Contact Details. Click on the Edit Details. Select Yes or No from Is Active drop-down menu. Click on Save.
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