Assign a Promotion Template to a Tactic Template

You can use only the tactic templates that are assigned to a promotion template to create tactics.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To assign promotion templates to tactic templates:

CGCloud Business Admin

OR

CGCloud Retail Business Admin

  1. From App Launcher, find and select Tactic Templates.
  2. Select a template.
  3. In the Promotion Templates related list, click New.
  4. Search and select a promotion template, and then save your changes.