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Channel Revenue Management
Add a Member List

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Add a Member List

Enroll multiple members in a rebate program. Add an Accounts list view to a rebate program through the Members related list.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled.
User Permissions Needed
To add a member list to a program Rebate and Accrual Management Advanced Admin permission set
  1. On a Rebate Program record, click, and select Add Member List.
  2. Provide these details.
    • Account List View: Search and select the required account list view to add all accounts in the list view as members.
    • Member Status: Status of the enrolled members. Valid values are Active and Inactive. Accruals are calculated only for active members.
  3. Click Save.

You receive an in-app notification after all the accounts in the list view are added as members.

 
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