Marketing Team Maintenance

Menu Path: Customer Service Images\bluerarw.gif Module Setup Images\bluerarw.gif Sales and Marketing Images\bluerarw.gif Marketing Team Maintenance

Purpose

Define marketing teams.

Overview

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:

Parent Marketing Team

Marketing Team

Comments

 

Corporate Marketing

The top level of the hierarchy has no parent.

Corporate Marketing

East Coast

The Corporate Marketing marketing team is comprised of the East Coast and West Coast marketing teams.

Corporate Marketing

West Coast

East Coast

Northeast

The East Coast marketing team is comprised of the  Northeast and Southeast marketing teams.

East Coast

Southeast

Ribbon Home Tab Buttons

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.

Fields and Buttons

Field or Button

Description

Marketing Team ID

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.

Main Tab Fields and Buttons

Field or Button

Description

Parent Marketing Team ID

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.

Description

Enter a description of the marketing team.