Marketing actions

Contact roles

Administration of the person roles in actions, referring to action/contact relations (externally/internally), e.g., deci­sion-maker, competitor or sales partner, technical agent...

Creating allowed

Marketing actions-checklist

Administration of the properties in marketing actions like, e.g.: important, other, ...

Creating allowed

Main status

Defined main statuses that are represented in the sales fun­nel and at requests (Report) as a segment. Also for visualizing the progress (progress icon) at cases. A main status usually collects several case sta­tuses defined in the process definition.

Creating allowed

Attendee status

Neutral (standard) attendee status that can be assigned via selection at a marketing action. In the action, you can define further non-neutral attendee statuses.

Creating allowed

Project subtypes

Subtypes of the project folder, sales cases and marketing actions

Creating allowed

Project cost types

Defined cost types for cost lists in marketing actions

Creating allowed

PSA_HDL_ACT_PRO_CON_STA

Deactivate / activate the attendee status query for open market­ing actions, if the actions' activity changes.

TRUE

PSA_HDL_PRO_CON_STA

Should milestones be automatically set to DON if the contact is inac­tive?

FALSE