3.2 Manage Deal
On the Sidebar Menu go to Deals > Manage Deals
On the upper bar will be presented the Filters, where it is possible: Filter by Name of a deal; Deal Status between enabled (still active deals), disabled or both; Types of deal (e.g. CPA, CPI, RevShare); Created by “Me” in case you want to show deals only created by you, “Everyone” in case you want to show deals created by everyone
On the right top, click on Download Deals Backup button to export all deal details into an Excel file for external analysis or record-keeping
Use the Reset Filters to Default button to reset all filters chosen to default options
In the middle section, the listed deal shows information of each deal by row where:
Deal ID, the ID given to each unique deal
Name, given name to describe each deal
Default Role, displays which role this deal is attained to
Old deal, this helps in case a unique deal is based on an old deal
Type, presents the type of deal
Period, displays that certain terms, such as payments, are recurring on a set timeframe basis
Currency, gives information on the type of currency used in the deal
Enabled?, states whether the deal is active or not
On the right side of each deal, it provides a variety of icons by rows, each with a distinct function:CommentShare feedback on the editor
The Information Icon displays a pop-up window displaying deal conditions and calculations
The Gear Icon allows you to alter individual deal options , like modifying the deal's name, type, or default role, or it indicates whether the deal is based on an old deal
The Pen Icon creates a new deal with the selected deal as a template, allowing alterations to conditions and formulas. You will be able to modify the deal and only save it as a new deal
The Eye Icon indicates which partners (affiliates or IBs) are assigned to the deal, including their names and IDs
The Arrow Icon expands or collapses the deal's conditions and formulas
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