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Activate an Offer

Active offers are those offers which are available to prospects. Multiple offers or promotions can be created and active simultaneously. 


1. Activate all offers

  • Check the ballot box to the right of the "Create CM Offer +" button on the CM Offers page.

2. Activate individual offers

  • Scroll to and locate the offer you would like to activate.

  • Click on the offer to open the Edit Offer screen then click "Edit" on the bottom right.

  • Check the "Active" ballot box above the Offer Details section to set an offer live or active.

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