The AccountDeals in the Aviso platform is a powerful tool designed to manage, track, and analyze all deal-related activities associated with a client account.

This section provides a consolidated view of the client’s transaction history and current engagements, making it easier to monitor progress, forecast outcomes, and strategize effectively.

To access the module, follow these steps:

1. Log in to Aviso. Click Accounts from the upper menu bar.
   
2.   You will be redirected to the Accounts page. Here you can view the list of all the currently available accounts in the system.
   
3.   Click on the Account Name for which you want to view the detailed information. Switch to the Deals tab.
4.  Here you can view the list of all the deals for that particular account.
   Click on the deal for which you want to view detailed information.
   
5. Once you click on a particular deal, you will be redirected to the Deal detailed view.
   Here you can view the deal information such as Deal details, History, Relationships, and much more.