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

Adding Attachments to Promotions


Key account managers can view attachments and attach documents, such as proof of performance, to account plan promotions.

To add attachments to a promotion

  1. Navigate to the Promotions screen > Promotion List view.
  2. Drill down on the Promotion field hyperlink for a selected promotion, and click the Attachments view tab.
  3. In the Attachments list, add a new attachment record.
  4. Click the Name field select button.
  5. In the Add Attachment dialog box, select an attachment and click Add.

    In the Attachments list, the selected attachment appears.

Siebel Consumer Sector Guide