Viewing Additional Information for a Deal

Unifyr Support
Unifyr Support
  • Updated

These sections of additional information are available for a deal:

Deal Overview

This grayed out section displays partner information about the deal - partner name, pricebook (if used), deal type (if used), information from custom fields, user last login, external IDs, date created, and date updated. 

mceclip2.png

 

Contacts

This section displays the contacts for the deal:

  • The name of the partner Sales Rep and their email address.
  • Distributed and registered lead information - first and last names, email address, and company, and the campaign associated with the lead if it is known.
  • The names of the contacts assigned to a deal - first and last name, title, email address, phone number, and the date added.

    mceclip3.png

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.