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Switching Scenarios on a Deal

Autosoft -

If at any point before finalizing the deal the customer chooses a different scenario, you can easily apply one of the other scenarios you’ve established for the deal.

Step 1. While working in the deal, click the Desking button.  the

Step 2. The Desking options drop-down menu will open. Select Scenarios. The range of scenarios you’ve created for the deal will open, and the applied scenario will be highlighted in pale gray-green.

Step 3. To apply a different scenario, click Apply on the preferred scenario. A green "Success" message will verify that the change has been made, and you'll be returned to the Desking page, where the details of the newly selected scenario will populate the screen.


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