Home Page
Once you log on to DealWall, the Home page appears.
Web Client - Home Page
In the web client depending on your profile the home page appears in one of these 2 variants.
- Executive Dashboard - If you have executive level role in the organisation (VP and above) you will see the executive dashboard. This shows the various deals you are involved in arranged in various pie charts. You can sort, filter and drill down these charts.
- click here for more information on Dashboard Views
- Deal List view - For all other users the deal list view appears. This shows the various deals you are involved in arranged in a tiled or tabular view sorted by quarters. The tiles show key deal parameters based on your role in the deal.
- Click here for more information on Deal List View
You can always switch between these 2 views using the menu options presented in the top navigation bar.
Web Client - Navigation Bar
The navigation bar is always available and presents various menu options to navigate and get work done in DealWall.
Note : options presented in the navigation bar depends on your profile and options selected by your organisation.
- goto A2O Mobile corporate website.
- goto Deal List View - for more information click here.
- manage Contacts - for more information click here.
- manage CRM Accounts - for more information click here.
- manage CRM Partners - for more information click here.
- manage Deals - for more information click here.
- view / edit / act on activities - for more information click here.
- manage notes
- goto Birds Eye-view
- goto Dashboard - for more information click here.
- goto Resource Allocation View
- DealWall notifications and count
- goto Services menu - for more information click here.
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