Add Marketing Restrictions

Overview:

In this article, we'll review how to add Marketing restrictions to your opportunity. 

Available Spots: Ability to add a select number of times an opportunity can be ordered. After the restriction is met, the opportunity will no longer be visable to agents. 

• This is typically used for publications.

Available From & Available To: Date range the opportunity is available for agents to order. After the restriction is met, the opportunity will no longer be visable to agents. 

Commitment Due Date, Art Due Date, Run Date: Ability to add these standard fields from publications that will display for agents.

Minimum Order Quantity & Maximum Order Quantity: Ability to add minimum number of items required in an order and the maximum number of items allowed in an order. 

• Want to restrict to an exact quantity?  Just set the min and max to same desired quantity.

Office Restrictions: Ability to make opportunitites and/or variants visable only to agents associated with a certain office. 

Other Restrictions: Ability to add in other restrictions. For example, a size restriction. 

• NOTE: Display only info

Please find the available resources below. 

Quick Reference:

Restrictions can be added/adjusted when creating a New Marketing Opportunity or by Editing an already exsiting one by a user with admin permissions.

NOTE: Click on Image to enlarge

Below is an image of where an agent will see any restrictions when ordering the item.

NOTE: Click on Image to enlarge