This article explains how to view submitted deals, customize deal views, and manage tasks and notes in Vantage.

Viewing Submitted Deals

To access submitted deals:

• Click View All Submitted Deals from the Home page
• Or navigate to NPI Account → View All Submitted Deals

Users can view data from current and previous subscription periods.

Customizing Deal Views

Within the Submitted Deals table, users can:

• Toggle between Year 1 Contract Value and Full Term Value
• Export deal data to Excel
• Customize visible columns using Column Settings
• Search for a specific vendor

Accessing Deal Details

Clicking a deal subject opens the Deal Details page, where users can review:

• Vendor information
• Contract terms
• Key contacts
• Status and timeline

Notes, Tasks, and Edits

Notes

Use the Notes tab to document information related to a renewal or purchase.

Tasks

Use the Tasks tab to manage renewal-related activities:

1. Click Add New Tasks
2. Select a recommended task list or create a custom list
3. Assign duration and ownership
4. Save the task

Assigned tasks appear both within the deal and on your dashboard.