Create a Marketing Cycle

Create a new marketing cycle for the new division. The Application Settings affect the Marketing Cycle operation. If needed, edit the corresponding record of Application Settings.

When a user creates an Activity record, it will be automatically linked to the Marketing Cycle record if:

  • the Start Date of the Activity record is within the Marketing Cycle period;

  • the User and Marketing Cycle records are assigned to the same division;

  • the Marketing Cycle record is related to the specific record type of the Activity record according to the Marketing Cycle Linking Setting;

  • the Marketing Cycle record is active.

To create a marketing cycle:

  1. Go to the Marketing Cycles tab and click New.

  2. Specify the required parameters:

    Read the description of each parameter here.

    • Enter the name.

    • Specify the Start Date and End Date. The marketing cycle period should be no longer than the maximum marketing cycle period on the Application Settings record.

    • Select Status.

    • Select User Division, for example, Gamma.

    • Specify Activity Linking.

    • Select Active.

      new marketing cycle

  3. Click Save.

The marketing cycle is created.

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