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DealerTeam

Set Primary Deal

Goal

There may be multiple Deals created from a single Sales Up. Learn how to set the Primary Deal.

 

Attention, Users!

Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This module is designed for Lightning Experience.

 

First Step: Navigate to Deals

  1. Click App Launcher.
  2. Enter  Deals in the Search bar.
  3. Click Deals.
  4. Select a Deal.

Second Step: Select a different Deal

By Clicking Select Other Deal, you can clone a deal or select other deals related to the same Sales Up. In the Deal Page header, you will see the primary deal marked  PRIMARYDEAL, next to the Deal #.

  1. Click Select Other Deal 
  2. Select a different deal

 

Primary Deal, select different record 3.png

 

Step Three: Set the Primary Deal

Now a new deal is selected the next step is to set the deal as the Primary Deal, click Set as Primary button.

 

Primary Deal, click set as primary.png

 

A deal that is not the primary deal will contain a button called "Set as Primary." Click the Set as Primary button next to the deal number to set as the new Primary Deal. 

The new Primary Deal is set to Deal # 1389.

 

Primary Deal, new deal set to primary.png