Marketing Efforts are the different things you do to attract customers to your business. Efforts may include radio and TV ads, attending trade shows, having a booth at community event, print ads, banners, billboards, etc.
You can organize these Marketing Efforts with Effort Tracking Types.
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Go to Product Setup / Marketing / Effort Tracking Types
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We’ve taken care of creating several common Effort Tracking Types for you. You can create additional Effort Tracking Types or update existing Types.
Create a New Effort Tracking Type
- Click
- Fill in Name and Description. The Description can be simple like our defaults or more detailed.
- If this Tracking Type will be your default, you can toggle the Default button on.
- Click
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Update Existing Effort Tracking Types
You can update existing Effort Tracking Types by clicking the Actions link on the line item and selecting Update.
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Make the changes you wish to make and click
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Delete Effort Tracking Types
You cannot delete Effort Tracking Types, but you can deactivate them by clicking the Actions link, selecting Update, and then toggling the Active button off.
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Click
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