Status of marketing activities

Depending on the status of an activity, the status of the respective marketing action is determined.

1. Open a marketing action and switch to the Activities tab.
2. Select a view mode for the list (Type, Status).
3. Check whether the task is already completed.
4. If you want to change the status of an activity, click on an activity record (in the field Subject) that corresponds to a task. The respective form opens.
5. After editing or changing the activity status, switch to the marketing action form and update the record if necessary (standard command Load).
6. You will then see a symbol with a check mark in the Status field of the Activities tab.

You can assign follow-up records to a marketing action, e.g. a sales record (business opportunity, quotes) to which the marketing action has led, or other projects or cases that must be processed as a complex. Follow-up records are only associated with this specific record as a source, no matter whether the superordinate record itself has a source or not. They do not appear as a follow up to the source of their superordinate record (no explosion).

In the Trace back tab (under Additional data) one can assign records to the marketing action, or create new ones in the selection dialog. In the corresponding assigned record itself, you can find a source record you can open using the hyperlink, i.e., without a complicated search.

1. Open a record.
2. Switch to the Trace back tab.
3. If you click on the Select projects button, the selection dialog opens.
4. Create relations with selected records.

If you delete a source record later, only the assignment to transferred source and follow-up records is cleared. Immediate follow-up records lose their superordinate levels, but not their own subordinate structures.