Important terminology:
1. Marketing Lists: This allows you to the group account, contact, leads for marketing
- Choose either account or contact or lead
- 2 types - Dynamic & Static
2. Campaign: This allows u to plan & execute a marketing project
- Define campaign details
- Choose marketing list
- Create & run campaign activity
Other terms are the same as Sales Module.
Marketing Process Flow:
Plan campaign -> attach marketing list-> marketing activity-> define budget->Execute the campaign (create activity)-> generate lead-> follow the sales process
