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. Navigate to the appropriate account planning view, then the Marketing Events view.

   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.