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