Create a new Record of the Marketing Detail Tracking

With the help of the Marketing Detail Tracking object:

Read the description of the available record types here.

  • Track the number of planned calls for the target Account and Contact records.

  • Track specific products and assortments for the target Account and Contact records:

    • the CT Product and Assortment records should be active;

    • the Start Date of the Assortment should be within the Marketing Cycle period.

  • Track tasks and objectives for the target Account and Contact records.

Create a Marketing Detail Tracking record

Create a new Marketing Detail Tracking record:

  1. Go to the Marketing Cycles tab and click the required marketing cycle.

  2. On the Marketing Detail Tracking related list, click New.

  3. Select the record type:

    • Call Rate;

    • Company Product Tracking;

    • Competitor Product Tracking;

    • POS Material;

    • Special Tracking.

  4. Click Next.

  5. According to the selected record type, fill the required fields up.

    Read the description of each parameter here.

    • Specify the division category;

    • Specify the type.

    • Specify the related Assortment or CT Product.

  6. Click Save.

The new Marketing Detail Tracking is created for the selected Marketing Cycle record.

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