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Integrating Loyalty Management with Opportunity

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Hi All,

 

Our requirement is to integrate loyalty management with opportunity. When the opportunity is saved the BP marketing attribute is updated and based on the BP marketing attribute we need to change the Membership Tier using Membership activities. Could you please outline

 

1)  how can we customise the reward rules to look at the BP marketing attribute.

2) How can we configure the membership activities without configuring the sales order status (Customising->Loyalty management - execution->Member Activities->Define Categories and Types for Sales order Integration).

 

Thanks


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