Menu Path: Customer Service Module Setup Sales and Marketing Marketing Team Maintenance
Define marketing teams.
Use Marketing Team Maintenance to define valid marketing teams. Every marketing representative must be assigned a valid marketing team. You can create an unlimited hierarchical structure of marketing teams by using the Parent Marketing Team ID field. This can be used for CRM integration purposes.
Example A marketing team hierarchical structure may be set up as shown in the following table:
|
Button |
Description |
Exit |
Click this button to close the Marketing Team Maintenance window. |
New |
Click this button to create a new marketing team. |
Update |
Click this button to update the selected marketing team. |
Delete |
Click this button to delete the selected marketing team. |
OK |
Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon. |
Cancel |
Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon. |
First |
Click this button to display the first marketing team. |
Prev |
Click this button to display the previous marketing team. |
Next |
Click this button to display the next marketing team. |
Last |
Click this button to display the last marketing team. |
Field or Button |
Description |
Enter a marketing team ID, or click the Lookup button to select a marketing team ID. If you are creating a new marketing team, this must be a unique ID. |
Field or Button |
Description |
Enter the marketing team ID of the parent marketing team, or click the Lookup button to select a marketing team ID. Only enter a marketing team ID in this field if you are creating a marketing team hierarchical structure. |
|
Enter a description of the marketing team. |