Overview:
This article provides guidance on how to view deal details in Deal Analyzer in Xvantage for Associates.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Alternatively, open Xvantage for Associates directly from My Apps.
Within X4A, hover over the left navigation menu and click Finance.
Click Deal Analyzer.
By default, Deals tab will load.
Filter the list by desired options.
Choose a deal and click on the number in column Request ID.
You will be brought to a deal detail page that will show you an overview of the deal, billing and payment details, schedules, sign offs, and more.
