Creating Deals for Account Promotions

Account managers can create deals for account promotions. A deal establishes discount structures and pays for the cost of running an account promotion. A deal contains details about payments for an account promotion. The details include funding sources, payment amounts, and payment methods.

This task is a step in Process of Managing Deals for Account Promotions(End User).

To create a deal for an account promotion

1. Navigate to the Promotions screen, then the Account Promotions List view.

2. Drill down on the Promotion field hyperlink for the account promotion, and click the Deals view tab.

3. In the Deals list, create a new record, and complete the necessary fields.

   The table in Fields for Details About Deals describes some fields.