Dealer’s Offer Upgrade Promotions - how do I get the quote to reflect the same.

Question

I see that dealer offer promotions that follow a similar pattern - choose a color from Group B and you get a free upgrade to colors in Group C. Same issue with Edges - buy X and get a free edge upgrade.

I have created Promos to reflect these offerings. But now I want to keep track not only of the promo on the quote but the resulting dollar amount associated with that offering.

How can I make that happen?

Answer

Create a quote custom field with a data type of "List of Values" containing the promotions you want to track.

You can then generate a quote report of total dollars by promotion.

The downside is that your salespeople will have one more field to complete.

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