My Deals

The My Deals dashboard displays a list of all deals within ProLinkAIM associated with a particular user. You can select filtering options to limit results presented, and the selected filter criteria are stored so that the next time you log in, the dashboard is displayed as you last had set the filter criteria. The dashboard has click-through functionality, allowing you to click a row in the grid to navigate to the Deal Details for the selected deal. 

The Tasks column shows the total number of tasks, assigned to any user, for the deal. You can select the Only show tasks count for User checkbox to update the Tasks column to show the number of tasks for the selected user.