Preliminary Remarks
To be able to use cross-selling and up/down-selling, the corresponding tags must be assigned to the offer. For cross-selling, a tag must only be assigned to the source offer. For up/down-selling, a tag must be assigned to both the source and the target offer.
Assign Tag to an Offer
In the menu item Offers, open the desired offer in the list view in the detail view.
Click on the drop-down menu Extended Offer Data in the action bar.
Click on Assign Tags.
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Tags can be assigned to an entire offer, a product or a step within the offer.
Use the drop-down menu to select the desired tag.
After saving, a tag symbol appears next to the name of the offer in the list view to make it easier to see whether this offer has been assigned tags.
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Tags can be removed at any time.
Exception reporting tags
Reporting tags are assigned to a product contract.
To do this, create a product contract and select the corresponding reporting tag in the form.
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