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COMPLETE DEAL (MAIN MENU)The reason for "completing" a deal sheet is to formally release it to the buyer for review and approval. At this time the deal sheet is not accessible for changes by the Vendor. Upon request to and agreement by the buyer, the deal sheet can be re-opened for the Vendor to make changes.
After clicking on the deal sheet you want to Complete, a Warning message is issued.
When YES is selected the deal sheet is Submitted for Buyer Approval.
You may verify the deal sheet was successfully completed by clicking on the All Deals by Status report option. You will find the deal sheet under the Submitted for Buyer Approval heading. |
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