Associating a Marketing Plan with an Initiative

The following procedure shows how to associate a marketing plan with an initiative.

To associate a marketing plan with an initiative

1. Navigate to the Marketing Plans screen, then the Marketing Plans view.

2. In the Marketing Plan list, query for the Marketing Plan.

3. Select the Plan Details tab, and then click the Related Initiatives field.

4. Associate one or more initiatives with the plan, and then save the record.