You can use the views in this solution to keep an eye on all marketing activities from one place, track people's workload across all initiatives, and see who is working on what on a daily basis.
Views in this solution
This solution consists of 3 views which can be added to your Targetprocess account. Once they have been added, any of the view configurations can be updated to meet your specific requirements. The views are listed below.
Prerequisites
The Marketing process and a project related to this process are required for this solution.
- If the Marketing process already exists in your account, then the existing process and the projects related to it will be used for this solution.
- If the Marketing process exists, but there are no related projects, then a new Marketing project will be created in your account.
- If the Marketing process does not exist, a new Marketing process and a related Marketing project will be created in your account.
Whether you are a marketing agency or a product marketing department in your organization, this set of views is designed to help you to plan, coordinate and communicate your work.
Add the solution
This solution can be added from the Solutions Gallery, which is always available from the “Create” button in the bottom left menu of Targetprocess. If you are an on-site customer, the Solutions Gallery mashup has to be installed before you can add a solution.
Still have a question?
We're here to help! Just contact our friendly support team