Jump to Content

Guides

Customer Groupings Guide

Welcome!

Welcome to Vividly - Getting Started

Business

Revenue Dollars
Point-of-Sale Data
Deductions Spend
Deductions Reconciliation 2.0
- Quick Clear
- Miss Log
Deductions Dashboard
Deductions Processing
Budgeting & Indirect Budgeting
- Year-over-Year Comparisons in the Budget

Promotions

Search & Advanced Search
Creating Promotions
Editing Promotions
Duplicating a Promotion
Interfaces (Click me!!)
Navigating Promotion Details
Exporting Promotions
Opening and Closing Promotions
Uploading & Editing Promotions in Bulk
Uploading Promotions via Excel
Promotions - Continued Education

Manage

Products
Product Groups
Pricing
- Future Pricing Capability
Lift
Customers
- Customer Groupings Guide
- Future Customer Capability
Contacts

Insights

Promotion Analytics 2.0
Promotion Analytics
Finance Analytics
Timing Analysis
Accruals
Forecasting

Settings

Permissions
Customer Assignments
Promotions (Tags)
Account Assignments
Deductions & Revenue
Forecast
Miscellaneous

Powered by

Customer Groupings Guide

Updated over 1 year ago

Future Customer Capability

Did this page help you?