Linking/Associating Opportunities/Activities/Partner Programs to Marketing Plans

You can associate opportunities, activities and/or partner programs to your marketing plans. Associating objects enables you to build aggregate metrics .

You can identify and generate reports for complete ROI from your joint marketing plans-by connecting marketing spend to the generated pipeline and revenues.

Steps:

1. Navigate to the marketing plan to which you want to link an opportunity, activity and/or a partner program.
   
2. You can view all current linkages by navigating to the corresponding tab.
3. Click the pencil icon corresponding to the section to open the Add object (for example, Add Activities) window.
   
   
4. You can either link an existing object or add a new object.
5. To link an existing object, click Link Existing. Find <object name> screen opens.
   
   
6. Select/Search for object that you want to link. Click Add.