1. Applications Administration Guide
  2. Viewing Marketing Events for a Portfolio Plan

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. Navigate to the All Marketing Events view.

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