Deal History
You can view a log of any actions taken on a deal in Rotabull by opening it's Deal History. The Deal history button is available when viewing any deal in any stage (RFQ, Quote etc). To access Deal History, click a deal to a view it. The Deal History button will then be on the bottom right.
Deal History allows you to confirm which users have taken action on the RFQ/Quote.
Updated 8 months ago