View All 'Active Deals' for an Account

View All 'Active Deals' for an Account



  1. Navigate to the Accounts module.
  2. Click on the Account Name for which you want to view the Active Deals.

  1. Click on the ‘Active Deals’ tab. 
  2. The system will show the Active Deals with that Account. 

A screenshot of a computerDescription automatically generated

Note: The logged-in user will see the Deal Locked  icon if the individual is not the part of the deal.  




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