Adding a New Marketing Type

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Overview

This guide provides a step-by-step process for adding a marketing type.

Prerequisites

  • Access to the system where marketing types are managed.

Steps

  1. Navigate to Setup
    - Go to "Setup".
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  1. Access Marketing Setup
    - Click "Marketing Setup" from the menu.
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  1. Add Marketing Type
    - Click the "Add" button and fill out the information.
    -

creating_marketing_types_3.png

  1. Submit Changes
    - Enter the change control comment in the footer and click "Submit".
    -

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Troubleshooting

  • Ensure all required fields are filled out before submitting.
  • Verify that you have the necessary permissions to add a marketing type.