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Set Up Trade Promotion Management
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            Customize Phases for a Promotion

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            3. Set up and Maintain Trade Promotion Management

            Customize Phases for a Promotion

            Customize the phases of a promotion by adding new values, modifying existing values, or deleting entries from the Phase picklist in the Promotion object.

            Required Editions

            The default phases in a promotion are:

            • Preparation
            • Planning
            • Modeling
            • Committed
            • For Approval
            • Cancelled
            • Rejected

            If you delete any phases, make sure to also delete the color assignments associated with those phases.

            Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud Trade Promotion Management enabled
            User Permissions Needed
            To add an attribute to a promotion: Admin
            To add the new attribute to the Promotion UI: Admin
            To add new colors to the Color Codes Set: Admin
            To assign colors to each value of the new attribute: Admin
            To open and view Trade Calendar: Account Manager
            1. From Setup, go to Object Manager, and then find and select Promotion.
            2. Click Fields & Relationships, and then click Phase__c.
            3. In the Values grid, add, modify, or delete values for the picklist.
            4. Go to the Trade Calendar.
            5. Right-click on the trade calendar page and select Inspect.
              This opens the Developer Tools console.
            6. Select the Application tab and clear Local Storage.
            7. Reload the Trade Calendar page to see the updated list of phases in the filter.
              You can’t filter promotions for the Preparing, Cancelled, and Rejected phases because these phases don’t represent active or successful promotions
             
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