The Birdseye View page allows you to view all the details of all the deals on one screen. In short, the Birdseye View page displays deal summary.
The Birdseye View page has the following sections:
- Deal Team
- Events Pane
- Activity Pane
The following image from iPad client shows the various sections of the Birdseye View page (The Birdseye View in HTML client is almost similar)
Birdseye View in iPad Client
Birdseye View in HTML Client
Click / tap the Deal name to view the Deal details on DealWall page. For more information on the DealWall page, click here.
If you have created a Deal, you can view the Deal information. Click/Tap to view the deal information. If you have not created a Deal, but are a member of the Deal, you will not see the Deal information.
You can also edit a deal on the Birdseye View page if you are the account executive. Click / Tap . The Edit Deal window appears.
For more information on the editing a Deal, click here.
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