With Conga Deal MaximizerAdministrator Guide, you can find out how Deal Maximizer works and how to set up a deal guidance process to rate deals.
Topic
Description
What's Covered
This guide is designed to provide administrators with information on configuring Deal Maximizer. This guide covers the most common use cases for administration.
Primary Audience
Administrator involved with the configuration process in your organization.
IT Environment
Refer to the latest Deal Maximizer Release Notes for information on System Requirements and Supported Platforms.
Updates
For a comprehensive list of updates to this guide for each release, see the What's New topic.
Other Resources
Conga Deal Maximizer User Guide: Refer to this guide for information on features and use cases of Deal Maximizer.
Conga Deal Maximizer Release Notes: Refer to this document for information on system requirements and supported platforms, new features and enhancements, resolved issues, and known issues for a specific release.
This guide describes the following tasks:
Configuring Deal Guidance Dimensions
Configuring Deal Guidance Dimension Sets
Configuring Deal Guidance Rules
Initiating and integrating Deal Guidance
Setting Up Deals
Before using Deal Maximizer you must be familiar with Apttus terms and definitions.