Siebel Consumer Sector Guide > Trade Promotions > End-User Procedures for Trade Promotions >

Creating a Deal for a Promoted Product

Key account managers can create and view a list of deals that fund a promoted product, and view information about each deal's planned and actual spending.

NOTE:  A deal for a promoted product rolls up to a promotion only when it is created for a promoted product that is already associated with a promotion. If a deal is added to a promoted product that is not associated with a promotion, the deal will not roll up to the promotion if the promoted product is later associated with a promotion.

To create a deal for a promoted product

1. Navigate to the Plans screen.
2. In the Plan List view, select the plan record containing the promoted products.
3. Drill down on the Name field hyperlink.
4. In the Promotions list, click the Promotion field hyperlink.

   The Account Promotions view appears, displaying the list of products in the promotion.

5. Click the Promoted Products view tab.
6. In the Promoted Products list, click the Product field hyperlink of the promoted product for which you want to create a deal.

   The Promoted Products Detail view appears.

7. Click the Deals view tab.
8. In the Deals list, create a new record, and complete the necessary fields.

   Some fields are described in Step 3.