Viewing Submitted Deals

To view submitted deals:

1. Navigate to NPI Account
2. Select View All Submitted Deals

The table displays:

• Deal status
• Supplier
• Contract value
• Renewal dates
• Assigned contacts

Columns can be customized using Column Settings.

Deal Details Page

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

• Deal Overview
• Bill of Materials
• Uploaded documents
• Supplier Dynamics insights
• Tasks
• Notes

Editing Deal Metadata

Users with appropriate permissions can edit:

• Contract start and end dates
• Primary and Secondary contacts
• Categories and tags (if configured)

To edit metadata:

1. Open the Deal Details page
2. Select Edit Metadata
3. Make updates and save

Primary and Secondary Contacts receive system-generated email notifications when assigned.

Tasks and Notes

Notes

Notes can be added from the Notes/Messages tab to document:

• Renewal context
• Negotiation details
• Internal commentary

Tasks

To assign a task:

1. Navigate to the Tasks tab
2. Select Add New Task
3. Choose a recommended or custom task list
4. Assign an owner and due date
5. Save

Tasks appear on the Home dashboard under the associated contract.