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.

DOC ID: DMWIN20AG20201104