Creating a Marketing Cycle
In order to add a Marketing Cycle:
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Go to Marketing Cycles → New.
The New Marketing Cycle window is opened.
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Select a Division Marketing Cycle record type and click Next.
The New Marketing Cycle details page opens.
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Enter Marketing Cycle name, Start date and End date.
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Select a User Division and Status for this cycle.
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Add any relevant Description (goals, requirement, or business details) for this Marketing Cycle.
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Select the Activity Linking checkbox to enable automatic linking of selected activities to the Marketing Cycle. Newly created Activities will be linked automatically to the Marketing Cycle if:
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Marketing Cycle is linked with Activity record type.
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Activity Start Date is within the Marketing Cycle period.
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User and Marketing Cycle divisions are the same.
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Marketing Cycle is active.
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Check Active to launch Marketing Cycle.
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Click Save.
The new Marketing Cycle is added to the Marketing Cycles list on the Marketing Cycles tab.
