With Conga Deal Maximizer User Guide, you can find out how to use Deal Maximizer and deal guidance process to rate deals.

Topic

Description

What's Covered

This guide is designed to provide the Sales rep with information on using Deal Maximizer. This guide covers the most common use cases for Deal guidance.

Primary Audience

Sales Representative

IT Environment

Refer to the latest Deal Maximizer Release Notes for information on System Requirements and Supported Platforms.

Other Resources
  • Deal Maximizer Administrator Guide: Refer to this guide for information on configuring Deal Maximizer.

  • 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: 

  • Using Deal Guidance

Before using Deal Maximizer you must be familiar with Apttus terms and definitions.

DOC ID: DMWIN20UG20201104