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

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, select the plan containing the promoted products.
  3. Click the Promotions view tab.
  4. In the Promotions list, click the Promotion hyperlink.

    5. 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 hyperlink of the promoted product for which you want to create a deal.

    7. The Promoted Products Detail view appears.

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

    9. Some fields are described in Table 25.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003