The Deal Activities pane on the DealWall page allows you to view all the activities related to the selected Deal. The following image shows the Deal Activities pane:
To view the activity details, select the required activity. For example, to view a task details, select the task. The Deal Activity pane displays the task details. The following image displays the task details:
For more information on the Activities pane, click here.
On the Deal Activities pane, you can edit a task and a meeting request. The Landing page does not allow you to edit a task as the tasks on the Activities pane are not Deal specific. You can edit a task if you have created a task. You can change the status of the task if you are an assigned member of the task. You can comment on a task if you are a follower of the task. You can edit a meeting request only if you have created the event.
To edit a task, perform the following steps:
- On the Deal Activities pane, select the Deal you want to edit.
- The Task pane appears and the task details are visible. Click .
- The Edit Task window appears. Edit the required fields and click Save.
- A success message appears. Click OK.
The updated task is visible in the Deal Activities pane. The Product Management view is also updated.
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