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Assign a Coupon to an Opportunity
Assign a Coupon to an Opportunity
Once you have created a new account within Salesforce, you can assign a coupon to the account by following the steps in this article.
Note: You can only assign a coupon to an account from an associated opportunity.
Assigning a Coupon to an Opportunity
Getting Here: Touch Menu (in the upper left corner of the screen) > Accounts > select an account > Related > Opportunities
- Verify that there is an opportunity associated with the account or add an opportunity and then continue.
- Touch an opportunity name to continue. The Opportunity screen displays.
Note: If you edit an opportunity whose plan assignment has already been saved to Aria, you see the message "The account exists in Aria. Please create a quote for new account."
- Touch the Show More button in the lower right corner of the screen. A menu with available actions opens.
- Touch Add Quote. The Create a New Quote screen displays.
- Touch Coupons. A screen displays where you can enter the coupon code to assign to the opportunity.
- Enter the coupon code and touch Validate. The Coupon Code Detail screen displays the information about the coupon.
- Touch Assign. The coupon is assigned to the opportunity.
Deleting a Coupon on an Opportunity
Once a coupon has been added to an opportunity, you must use the full Salesforce site to delete it.
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