Add or edit sales literature

Can I do this task?

1. In the Navigation Pane, click Sales, and then click Sales Literature.
2. In the Records group, click New, or open the sales literature you want.
3. In the Title box, type a title for the sales literature. This field is required.
4. In the Subject box, click the Lookup button to search for the subject that you want. This field is required. If you don't see the subject you want in the list, ask your system administrator to add it. More information: Requesting User Interface Changes
5. In the Subject Lookup dialog box, select the subject that you want, and then click OK.
6. In the Employee Contact box, click the Lookup button . In the Look Up Record dialog box, select the employee you want to associate with this sales literature, and click OK. This is typically the person who creates or maintains the sales literature.
7. In the Type list, click the sales literature type you want.
8. In the Expiration Date box, select or enter a date. For example, if the sales literature is associated with a sale, the date that the sale ends is the expiration date.

   You must use your organization's selected date format, such as 01/01/2006 or 31.12.2005.

9. If the sales literature record is new, click Save to continue.
10. In the Actions group, click Add a Sales Attachment.
11. Enter a title (required field), author name, keywords, and an abstract for your sales attachment.
12. If you want to attach a file to the sales attachment record, click Browse to locate the file, and then click Attach. Attaching a file might take a few minutes, depending on the size of the file.
13. On the sales attachment form, click Save and Close.
14. On the sales literature form, click Save or Save and Close.

    Resolve potential duplicate records.

    When you publish a duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate., a matchcode A code that is created for every record that a duplicate-detection rule might apply to, used as part of the process of detecting duplicates. is created for every record in the matching record type for that rule. Publishing occurs in the background as a system job.

    1. To open a record to make sure it is a potential duplicate, in the Potential duplicate records list, double-click the record.
       • If the duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. identified potential duplicate records in other record types, review records from each record type listed.
    2. If your new or updated record is not a duplicate, to create the new record, click Save Record.

       - OR -

       If your new or updated record is a duplicate, to cancel your changes, click Cancel.

    Note

    Duplicate detection can take place only if duplicate detection is enabled in Duplicate Detection Settings and if at least one duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. exists for the record type.More information: Avoiding Duplicate Records

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