Assign managers to customer sets. The management relation between a user and a customer set has a validity period.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create customer conditions: |
CGCloud Sales User OR CGCloud Retail Sales User AND CGCloud Retail User |
- From App Launcher, find and select Customer Sets.
- Select a customer set.
- In the Customer Set Managers related list, click New.
- Select a user.
- Activate the manager association.
- Select the validity period for the relationship, and then save your changes.