Marketplace Installation & Permission Settings

To start using the Coupons and Promo Codes function, you will need to install it via the CRM Marketplace. Follow these steps:

1

CRM Marketplace

  1. Navigate to the CRM Marketplace.

  2. Locate "Coupons and Promo Codes" and click onto it.

  3. You will be redirected to the details page.

2

Contact Us For Installation

  1. Click "Contact us for installation".

  2. Fill in your details and click "Submit".

  3. Upon receiving the request, your dedicated account manager will install the module for you.

3

Permission Settings

  1. After the Promo Code function is installed, ensure the following permissions are enabled:

    • Read Coupons and Promo Codes – Grants users the ability to view coupon and promo code settings.

    • Update Coupons and Promo Codes – Grants users the ability to create and configure coupons and promo codes.

  2. Once the necessary permissions are granted, you will be able to access the "Coupons and Promo Codes" tab.

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