Embedded Files
The Deal Logs function shows all deal activities and document changes.
The Deal Logs function shows all deal activities and document changes.
For Sales Coordinator / Developer Dashboard: Go to MENU --> DEAL LOGS
For Sales Person Dashboard: Go to MENU --> DEAL LOGS
There are 2 tabs. The " Deal Logs" tab shows all deal activities, whereas the "Documents Modified" tab only shows activities related to contract documents.
a. The Deal Logs tab
a. The Deal Logs tab
Filter through the log to narrow down the selection. To find an activity associated with a specific deal, enter any related information into the filter. Click "Show Logs".
The Deal Log can be filtered by the following options.
The log shows the deal's information. Clicking the Suite Number will take you to the Deal Centre.
b. Documents Modified Tab
b. Documents Modified Tab
Using similar methods to the "Deal Logs" tab, filter through the log.
Clicking the Book Symbol will take you to the Deal Centre.
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