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Set Up Trade Promotion Management
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            Assign a Fund Template to a Tactic Template

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            3. Set up and Maintain Trade Promotion Management

            Assign a Fund Template to a Tactic Template

            View the list of all fund templates that are assigned to a tactic template from the Fund Templates related list. When adding a record or editing an existing record, you can configure one of the assigned templates as the default fund template.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            1. From the App Launcher, find and select Tactic Templates.
            2. On the Tactic Template page, select the tactic template to which you want to assign the fund template.

            3. Click Related.
            4. Go to Fund Templates | New.
            5. On the New Tactic Template Fund Template page, enter the required details, and then save your changes.
              Identification  
              Tactic Template Tactic template to which the fund template is assigned. This field is auto-populated.
              Fund Template

              Fund template that's assigned to the tactic template.

              Only active fund templates are available for selection. Ensure that the fund template and tactic template belong to the same sales organization.

              Note
              Note You can't add the same fund template twice—duplicate values aren't allowed.
              Default Indicates whether the template is the default fund template for the tactic template.
              Note
              Note You can add only one fund template as the default template.
             
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