Overview:
This article explains how you can review and take action on deals using Deal Analyzer from a mobile device.
When you open the deal link from the email notification on your mobile device, you can review the deal details by expanding the available sections. To complete the review, navigate to the Sign-offs section and mark the deal as Reviewed, Approved, or Rejected.
Process:
Open the link provided in the email notification to begin the review.
Review the deal details by expanding the available sections.
Scroll to the Sign-offs section.
Select the appropriate option - Finance, Accounting, Legal, etc.
Review the required information and complete any mandatory fields, if applicable.
Select the appropriate action:
Reviewed
Approved
Rejected
If you select Rejected, enter the required comments.
Verify that the deal status has been updated successfully.