Deal History

The Deal History window allows you to view a listing of previously entered deals. Controls on this window also allow you to filter and limit which deals you want to view and which deals will be displayed on your custom reports.

Deals listed with a yellow background are deals that have not been marked as "completed" in the software. This means you did not click the Finished button on the Wrap-Up screen under the Process Deal tab to let the software know you have totally completed this deal. This way, the software can give you visual clues as to work you have left.

By selecting the appropriate radio button above the grid listing, you have the option to view only deals, only quotes, or both deals and quotes on the same screen.

To load a deal into the deal screens, you may:

• Click on a deal to select and highlight that deal in the listing and then click the Load Deal button on the left-hand side of the screen
• Double-click on a deal in the listing

Note: If you or someone else on the network has just completed and saved a new deal, the information will not be displayed under the Deal History tab until you click on the Refresh History button at the left-hand side of the window.