Associating a Marketing Tactic with an Initiative

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

To associate a Marketing Tactic with an Initiative

1. Navigate to the Marketing Plans list, and click Initiatives in the link bar.

2. In the Initiatives list, click the Initiative name.

3. From the Initiative form, click the Marketing Tactics view tab.

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