Marketing Cycle Default Configuration

The Manage Targets button is hidden by default and must be added to the Account and Contact tabs by Administrator for users with the Manager role.

Target Management Settings

  • Application Settings are customized.

  • Alpha and Beta divisions are created.

  • Division Target Frequency is set for Alpha and Beta divisions: the required fields on the Account and Contact objects are created and have relationship via Division Target Frequency Settings.

  • The categories values are empty.

Marketing Cycle Settings

  • Application Settings are set by default.

  • Activity Link for 1:1 Visit is already created.

  • Marketing Detail Tracking Record Types are installed with the package, but the specified record types are not set:

    • Call Rate

    • Company/Competitor Product

    • POS Materials

    • Special Tracking

  • Marketing Detail Tracking is not associated with Target Frequency.

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