Marketing Detail Tracking

Activity Tracking associates with Activities if the following conditions are met:

  • The Activity start date is within the Marketing Cycle period.

  • User and Marketing Cycle divisions are the same.

  • Customer/Organization category is the same as in the Marketing Detail Trackings related list.

  • Marketing Cycle is connected to the type of Activity with the Marketing Cycle Linking Setting.

To create Target Frequency, based on tracked target rate records, the Category and the Customer type should be the same as in the tracking card.

Tracked parameters are divided into the types and displayed in different tabs on the Activity Report pages.

Create a Marketing Detail Tracking

To create a Marketing Detail Tracking:

  1. Go to the Marketing Cycles tab.

  2. Open the required Marketing Cycle.

  3. Click on Related to open related lists.

  4. Click New next to the Marketing Detail Tracking section name.

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A New Marketing Detail Tracking window opens.

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  1. Select a record type of tracked parameter.

  2. Fill the required fields.

  3. Click Save.

The new Marketing Detail Tracking is created and appears in the Marketing Detail Tracking list on the Related tab.

Reviewing associated Target Frequency

To review a Marketing Detail Tracking is associated with Target Frequency:

  1. Go to the Marketing Cycles tab.

  2. Open the required Marketing Cycle.

  3. Click on Related to open related lists.

  4. Select a Target Frequency in Target Frequencies section.

    • Check Actual Calls and Planned Calls.

    • Check related Marketing Detail Tracking in the Information section in the Details tab.

    • Check the tracked Category.

See related Target Frequency in the Target Frequencies section in the Related tab on the selected Marketing Detail Tracking page.

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See also:

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