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Scenario for Managing Funds for Account Promotions

Marketing administrators and account managers perform the process in this example scenario for managing funds for account promotions. Your company might follow a different process according to its business requirements.

A large beverage manufacturing company develops a new category of fruit-flavored beverages. The account manager plans to run an account promotion with a feature and display of the new category. To pay for the account promotion, he uses funds that the marketing administrator establishes. He sets aside funds to pay for the account promotion by creating a deal for the feature and display.

After the account promotion runs, the account manager submits payments against the deal to pay for the account promotion.