Setting Sales Representative on Proposals and Orders
Learn the essential steps to configure your Sales Rep on an proposal and order.
Maddison Case
14 steps
49 seconds
Ui
Proposal Creation
1
Navigate to <https://ui.marketing/campaign-hub/new-proposal>
2
Select your Advertiser.
3
You'll notice that the **Sales Representative** section appears and the Sales Rep that is associated with the Advertiser you just selected. This field may be empty. Clicking into the Sales Representative dropdown will allow you to add a Sales Rep for this proposal ONLY. Changing the value here will not override the default Sales Representative associated with the Advertiser in Settings. You can select from any Ops or Division-level users within your hierarchy.
4
Progress through the rest of the proposal workflow once you have selected your Sales Rep, if you chose to add one.
5
On the Proposal Summary page, you will have an opportunity to modify the Sales Representative. Again, changing the value here will only set the Sales Rep for the proposal that you are building, it will not override any settings already applied in Advertiser settings.
6
Continue to Submit your Proposal as an Order.
7
Once you've submitted your order, you now have another opportunity to modify the Sales Representative associated with the order. The Sales Representative field is only available at the order level. You will not see this on the line item detail page.
8
However, within a line item detail, you can click on the info icon in the upper right-hand corner to see your partner information including the Sales Rep associated with this advertiser if there is one.
9
Here is an example of what you will see: Partner, Division, Advertiser, and the Sales Representative that is mapped to the Advertiser, alongside their contact information.
Order Creation
10
Create a new order and search for your advertiser.
11
You will now see the **Sales Representative Info** field. Depending on the advertiser selected, you will see a Sales Rep added or this may be blank.
12
Click the "Sales Representative" field to change the representative for this order **only.** Continue to create the rest of your order.
13
Once you have submitted your order, click "View Order"
14
On the order itself, you can change the Sales Rep. Again changing it here will only update it for this order **only**.
Setting Sales Representative on Proposals and Orders
Learn the essential steps to configure your Sales Rep on an proposal and order.
Maddison Case
14 steps
49 seconds
Ui
Proposal Creation
1
Navigate to <https://ui.marketing/campaign-hub/new-proposal>
2
Select your Advertiser.
3
You'll notice that the **Sales Representative** section appears and the Sales Rep that is associated with the Advertiser you just selected. This field may be empty. Clicking into the Sales Representative dropdown will allow you to add a Sales Rep for this proposal ONLY. Changing the value here will not override the default Sales Representative associated with the Advertiser in Settings. You can select from any Ops or Division-level users within your hierarchy.
4
Progress through the rest of the proposal workflow once you have selected your Sales Rep, if you chose to add one.
5
On the Proposal Summary page, you will have an opportunity to modify the Sales Representative. Again, changing the value here will only set the Sales Rep for the proposal that you are building, it will not override any settings already applied in Advertiser settings.
6
Continue to Submit your Proposal as an Order.
7
Once you've submitted your order, you now have another opportunity to modify the Sales Representative associated with the order. The Sales Representative field is only available at the order level. You will not see this on the line item detail page.
8
However, within a line item detail, you can click on the info icon in the upper right-hand corner to see your partner information including the Sales Rep associated with this advertiser if there is one.
9
Here is an example of what you will see: Partner, Division, Advertiser, and the Sales Representative that is mapped to the Advertiser, alongside their contact information.
Order Creation
10
Create a new order and search for your advertiser.
11
You will now see the **Sales Representative Info** field. Depending on the advertiser selected, you will see a Sales Rep added or this may be blank.
12
Click the "Sales Representative" field to change the representative for this order **only.** Continue to create the rest of your order.
13
Once you have submitted your order, click "View Order"
14
On the order itself, you can change the Sales Rep. Again changing it here will only update it for this order **only**.
