Marketing Detail Tracking Record Types

To display additional fields in the New Marketing Detail Tracking wizard for any of the record types, go to Object manager → Marketing Detail Tracking → Page Layouts and edit the layout for the required record type.

Call Rate

Planned Activity rate per Account or Contact Category.

The selected Marketing Cycle is added to Marketing Cycle.
The selected record type is added to Record Type.
Check Active to enable Call Rate.
Select Account, Contact or Global in Type.
Choose Category for selected type in Category.
Enter the number in the Sort Order.
Select an assortment in Assortment.
Select the type of products in Product.
Enter the planned rate in Planned Calls.
Select the type in Answer Type.
Enter a name in Parameter Name.
Add Description (optional).
Click Save.

Click to view

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Company Product Tracking

Track company product quantities and actual presence at customers.

The selected Marketing Cycle is added to Marketing Cycle.
The selected record type is added to Record Type.
Check Active to enable Company Product Tracking.
Select Account, Contact or Global in Type.
Choose Category for selected type in Category.
Enter the number in the Sort Order.
Select an assortment in Assortment.
Select the type of products in Product.
Enter the planned rate in Planned Calls.
Select the type in Answer Type.
Enter a name in Parameter Name.
Add Description (optional).
Click Save.

Click to view

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Competitor Product Tracking

Track competitor product quantities and actual presence at the store.

The selected Marketing Cycle is added to Marketing Cycle.
The selected record type is added to Record Type.
Check Active to enable Competitor Product Tracking.
Select Account, Contact or Global in Type.
Choose Category for selected type in Category.
Enter the number in the Sort Order.
Select an assortment in Assortment.
Select the type of products in Product.
Enter the planned rate in Planned Calls.
Select the type in Answer Type.
Enter a name in Parameter Name.
Add Description (optional).
Click Save.

Click to view

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POS Material Track the number of shelf talkers, posters, mobile stands, racks, promo tables at the store.

The selected Marketing Cycle is added to Marketing Cycle.
The selected record type is added to Record Type.
Check Active to enable POS Material.
Select Account, Contact or Global in Type.
Choose Category for selected type in Category.
Enter the number in the Sort Order.
Select an assortment in Assortment.
Select the type of products in Product.
Enter the planned rate in Planned Calls.
Select the type in Answer Type.
Enter a name in Parameter Name.
Add Description (optional).
Click Save.

Click to view

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Special Tracking

Track the tasks and objectives for the active marketing cycle within Visits.

The selected Marketing Cycle is added to Marketing Cycle.
The selected record type is added to Record Type.
Check Active to enable special tracking.
Select Account, Contact or Global in Type.
Choose Category for selected type in Category.
Enter the number in the Sort Order.
Select an assortment in Assortment.
Select the type of products in Product.
Enter the planned rate in Planned Calls.
Select the type in Answer Type.
Enter a name in Parameter Name.
Add Description (optional).
Click Save.

Click to view

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