Siebel Applications Administration Guide > Managing Portfolios > Process of Analyzing B, C, and D Accounts >

Reviewing Marketing Events

You can review and update the marketing events associated with an account or unit. You can view the marketing events for a particular account or unit, or you can view marketing events for all units.

This task is a step in Process of Analyzing the A Accounts and Process of Analyzing B, C, and D Accounts.

To review marketing events for selected accounts or units

1. Navigate to the Accounts screen, then the Portfolio Management Process view.
2. Drill down on the Portfolio Name field of the portfolio plan record.
3. Click the appropriate account planning view tab, then click the Marketing Events subview tab.

   The current marketing events for the selected accounts or units appear.

4. To add a marketing event, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Created Date	Displays the date on which you created the marketing event record. The date distinguishes the marketing event from other marketing events.
   Event	Select the type of event.
   Target	Type information about the target audience.
   Expected Results	Type information about the expected results.

Viewing Marketing Events for a Portfolio Plan

Complete the following procedure to view marketing events for a portfolio plan.

To view marketing events for a portfolio plan

1. Navigate to the Accounts screen, then the Portfolio Management Process view.
2. Drill down on the Portfolio Name field of the portfolio plan record.
3. Click the All Marketing Events view tab.

   All marketing events that are associated with accounts in the portfolio plan appear. For information about the fields in this screen, see Reviewing Partners.