My promotions
Agents workspace enables OEM to create the sales promotions campaigns. OEM agent can view all the sales promotion campaign created by them.
Before you begin
Role required: manufacturing operations admin (sn_mfg_cmn.manufacturing_operations_admin) or sales promotion manager (sn_sales_prm_mgmt.sales_promotion_manager)
Procedure
Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Sales Promotion Management > My Promotion.
Select New.
On the My Promotion form, fill in the fields.
For a description of the field values, see My promotions form.
Select Save.
Select Create checklist.
For further instruction, see Create a checklist template.
Select Publish.
Published promotions cannot be modified.
To reuse the sales promotion details, select Copy.