Assigning Sales Cycles

If you enter a sales cycle in a marketing activity or special offer, the sales cycle is automatically linked to records that are linked to the marketing activity or special offer (e.g. activities, order items).

Your administrator can determine that a sales cycle is automatically entered in new records based on the date and business area in the new record.

  • If a marketing activity is assigned to a sales cycle, and linked to a special offer, activity or marketing objective, the sales cycle entered in the marketing activity is entered in the linked record.
    Note: The sales cycle’s duration is transferred to special offers, but can be edited.If a special offer is added to a sales cycle and linked to a marketing activity, the sales cycle entered in the marketing activity is entered in the special offer.
  • If a sample, POS material item, listing item, POS monitoring item or order item is linked to a special offer, the sales cycle entered in the special offer is transferred to the linked record.
Note: If the link to the marketing activity or special offer is changed, the sales cycle entered in the linked records is overwritten (or deleted if the newly linked marketing activity or special offer is not linked to a sales cycle). If the sales cycle in the marketing activity or special offer is changed, this change is not applied to linked records.
  • When adding POS monitoring items, order item, POS material items, samples, activities and marketing objectives, these records are linked to a sales cycle (if present) based on the date and business area.
    • The date entered in the record must be within the sale cycle’s validity period and the business area (of the rep) must match the business area entered in the sales cycle. If the rep is not assigned to a business area, the system searches for sales drives that are not assigned to a business area.
    • If several sales drives are active, the system searches for the sales drive with the latest start date. If several sales drives begin on the latest start date, the sales drive with the highest priority is used.
    Note: The business area is determined based on the business area assigned to the rep entered in the record (and defined in the Rep Additional Info area). Your administrator can determine that sales cycles are not linked automatically. For further information contact your administrator. When merging accounts and persons, sales cycles are not updated in linked records.When defining recurring activities, the sales cycle is not copied from the main activity, but is calculated for each activity based on the activity’s date.

    If a sample, POS monitoring item or order item is entered in the quick add area (Special Offer filter), the sales cycle entered in the special offer is transferred to the linked record.

    Note: The quick add area is available for orders where a special offer has been entered that is linked to a sales cycle, for example. If configured by your administrator, the Special Offer filter is displayed in the quick add area. All items and their prices and discounts entered in the sales cycle are listed.