E-Broker 5.0 Help

View Type of Business

View Type of Business

Previous topic Next topic  

View Type of Business

Previous topic Next topic  

The Business Screen is divided up into various tabs for the classes of business.

View Type of Business

1.Open the Business Screen
2.Click on the tab you want for the class of business.
3.Business is segregated based on the business flags you tick under Proposal Details when adding a new proposal.
4.You can also navigate to a class of business directly from the Yes flags on the Conversation Screen.

 

See Also: Proposal Details, Conversation Screen