Instead of creating a product scenario from scratch, save time by importing an existing scenario.
Contents
Prerequisites
Know how to create a product scenario.
Importing a scenario
Open a lead or deal.
Click the Products tab.
Click Import Scenario. A popup displays.
Selecting a scenario
The popup displays a list of existing product scenarios. Some scenarios were created for specific deals, and some are standalone files not linked to a deal.
To review a scenario, click a name. The scenario opens in a new browser tab.
To import a scenario, return to the popup and click the option button next to a scenario name. Click Link to select Deal.
BrokerEngine adds the scenario to the Products page. Click the Find Products button to open the scenario and edit fields.
