Agreement Products related section
The Agreement Products related section displays the agreement
products linked to the selected entity. Agreement Products are products which are displayed in
the secondary placement store as a marketing strategy.
You can access the Agreement Products related section from the Opportunity details page.
Note: The workspace can be different based on the access rights provided
to you or if the installation has been customized.
The toolbar options available in this section:
- : Use this option to view the records in this section. A maximum of 20 records are displayed in the Card or List format
- : Use
this option to associate Agreement Products to
the Opportunity. The following fields can be modified:
- Location
- The location in which the product is placed.
- Number of Displays
- The number of displays that the product occupies. A display is the secondary placement in a store which aims to promote a product.
- Decoration
- The material of a supplier that can be added to a secondary placement to deliver a strong marketing message and increase visibility to customers.
- Product Feedback
- The feedback of customer on a product
- : Use this option to add a new ticket for the selected entity. In the Add Ticket page, select the applicable products that must be added to the Ticket.
- : Use this option to view or modify the data of the agreement product linked to the selected Opportunity.
- : Use this option to switch between the Card and List format.
For each record, you can:
- Click the Product name or to view and modify the data on the Edit Agreement Product page.
- Click to disassociate the agreement product from the selected entity.