Activities

An activity is an individual component in a marketing plan, such as an action(s) that helps you achieve your marketing plan's goals.  An activity can be an event, a blog, a social promotion, a cont...

You can optionally add additional details to your activity. Steps: Go to your activity to which you want to add additional details. Open the activity. Click +Activity Details button. Add Activity ...

As an owner or a collaborator of an activity, you can clone an activity to save time and energy in creating a new one. Steps: Navigate to activity that you want to clone. Home > Joint Marketing >A...

Activities can be linked to marketing plans, opportunities and solutions to generate leads that can be pursued by you and your partners. You can easily link activities to marketing plans, opportuni...

You can edit an activity to add additional information or to update any existing information related to the activity such as to add/edit metrics, custom fields, activity details, key dates, endorse...

You can easily share an activity with your colleagues, regional or market unit leads at your company or at your partner's company for easy and timely collaboration, openness and for building trust....

You can share multiple or all activities together with one or more members in your network. You can share multiple or all activities from your table view if you have the correct access rights and d...

As an owner of an activity, you can archive your activity to remove it from your active view. You have to archive an activity before deleting it. You can also unarchive an archived activity. Steps:...

You can create an Activity Report to view all activities for one or more marketing plans. Prerequisites: You can only run an Activity Report on marketing plans on which you are an owner/collaborato...