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Step 1

From the Bundles & Promotion navigation pane, select Bundles. The Bundles list displays.
 
Below the list, Bundle Details for a new Bundle record displays. (You also can click the New the Image Added button to display Bundle Details for a new Bundle.)
 

Step 2

Enter / select Details for a new Bundle, using the field descriptions below as a guide.
 
(The only required field is Name. You do not have to select a Default Promotion Target; you can select (or override) a promotion target when you promote the Bundle.)
 

Note
titleNote

If you view Bundle Details for an existing Bundle by clicking a Bundle in the list, and then want to create a new Bundle record, you must click the button that displays above and below the Details.

Step 3

Select one or more Business Services from the Promote Members of Business Services drop-down list.

Step 4

In the Visible To field, select a User to which all records being promoted by Business Service membership must be visible. Any qualifying record that is a member of the specified Business Service(s) but is not visible to the specified user will not be promoted.

Step 5

Click the button. If any records qualified for inclusion in the Bundle, the Bundle is created, saved to the database, and the Bundle Details display below the list. However, if no records qualified according to the specified Business Service(s), the Bundle is not saved. When the Bundle is promoted, all records that are members of the specified Business Services at the time of the promotion will be included in the promotion.

Step 6

As desired, you can open the Bundle and add any additional records to the Bundle.

Step 7

Click the button.

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