HelloBello User Guide for HUB Institutions

13

Administration View and Assign Deals

You can use the View Deals feature to assign accounts to facilitate different deals.

11 12 13 21 22 23 1 2 3 K L M U V W A B C 1a 2a 3a 1b 2b 3b 1c 2c 3c

In the sidebar navigation, click the Deals tab. 1. Click the icon to view the deal.

11a 12a 13a 11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 11b 12b 13b 1d 2d 3d A1 B1 C1 A2 B2 C2 A3 B3 C3 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c

2. Click the Assign Deal Owners button.

1d 2d 3d 4d 5d 6d

11a 12a 13a 14a 15a 16a

11b 12b 13b 14b 15b 16b

A1 B1 C1 D1 E1 F1 A2 B2 C2 D2 E2 F2 A3 B3 C3 D3 E3 F3

Administration: View and Assign Deals