To view a summary of the application, click Summary in the Left Navigation Pane. From the Application Summary screen, you can carry out the following functions:
Use the Deal Finalize Function
Note: If your user type does not have the permission to edit the application, the Application Summary opens in a PDF document in a separate window.
Note: If the application is a web sourced application, the Application Source and Source Application ID fields are completed.
If it is required to update the deal status, select the status from the New Status dropdown, click the Update Status button, and click OK to the confirmation message that appears.