Deals List

This page shows all the deals created for accounts that you have access to.

What is a deal?

A deal (or sometimes called an Opportunity) is an opportunity to sell products or services to an end user.

All the details about this particular opportunity are stored in the deal, such as the products/services being sold, any timescales, and expected revenues.

A deal will typically go through stages from inital interest through to an order being placed and the deal being completed.

New Deal

If you have a new deal for an account (or a whole new account) then you will need to Register Deal to let us know the details. Once the deal has been approved, you will see it in your list.

Sorting

You can sort by any column by clicking on the column header. Click on the column header again to change the sort direction.

Filtering

See Grid Filtering to learn how to filter deals.