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Set Up Trade Promotion Management
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            Create a Customer Set

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            1. Salesforce Help
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            3. Set up and Maintain Trade Promotion Management

            Create a Customer Set

            Make administration easy by grouping customers into customer sets. For example, to associate a promotion with a large number of customers, create a customer set, and then assign the promotion to the set.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To create a customer set: CGCloud Business Admin
            Tip
            Tip You’ve limited TPM capabilities when you use customer sets. So, we recommend that you use the customer hierarchy instead.
            1. From the App Launcher, find and select Customer Sets.
            2. Click New.
            3. Enter the description for the customer set.
            4. Select a sales organization.
            5. Save your changes.
            6. Add customers to the customer set.
              1. From the Customer Set Customers related list, click New.
              2. Select a customer, and then save your changes.
              3. To add more customers, repeat these steps.
            7. Add a manager to the customer set.
              1. From the Customer Set Managers related list, click New.
              2. Select a user.
              3. Enter the valid from and the valid through dates.
              4. Select Activate.
              5. Save your changes.
             
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