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.
Click/Tap to view the deal information. Based on the role assigned to you it will show relevant information. If the role allows you to edit the deal parameters the button will be enabled.
The Edit Deal window appears.
For more information on the editing a Deal, click here.
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