The Deals & Quotes window displays a list of previously entered deals.
Deals listed with a yellow background have not been marked as "completed" in the system. .
Controls within this window allow filtering and limiting which deals are viewed, and which deals will be displayed on custom reports.
➢By selecting the appropriate buttons located across the top of the table, you have the option to view only deals, only quotes, or both deals and quotes on the same screen.
➢Click on the drop down arrow in 'Recent Deals and Quotes Limit' to limit the number of days.
➢Click here to learn about other filtering options.
➢Double Click on Deal Record to open in Process Deal tab.
To load a deal, click on a deal to select and highlight that deal, then click the Load Deal button on the left-hand side of the screen OR double-click on the deal.
Note: If you or someone else on the network has just completed and saved a new deal, the information will not be displayed until you click on the Refresh History button at the left-hand side of the window.
Changing the Order of Data in a Column
To change the order of data within a column, click directly on a column heading. The field will now be sorted in ascending order (from A to Z and from 1 to 10). Click directly in the column heading again to sort the list in reverse order.
Note: Because a stock number may contain letters as well as numbers, stock numbers are treated as text and are sorted as such. This means that all numbers beginning with a "1" will come before all numbers beginning with "2". For example, if you have stock numbers 10, 20, 100, and 200, they will be sorted in alphabetical order to read 10, 100, 20, 200.
Click here to find out how to adjust the column widths in the table.
