A marketing action plan is one you can create to help your business execute marketing strategies. This tool can help you keep your goals, strategies, and activities on track and monitor your progress. Admin(Client) has the flexibility to manage goals, activity types for the partners. Admin creates the programs including different segments and different focuses. Admin has the authority to provide the different types of funds to the partner so that partners can run different activities smoothly to achieve marketing goals. This is how the Admin user manages a marketing action plan.
Manage Marketing Action Plan have the following components:-
Manage Goals | ![]() |
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Add More | ![]() |
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Manage Activity Types | ![]() |
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Add new activity type+ | ![]() |
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Expand | ![]() |
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Setup Lead Waterfall Forecast | ![]() |
Status Icon |
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After clicking on the link | ![]() |
Status Icon |
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Choose ROI Metrics | ![]() |
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Manage ROI Metrics | ![]() |
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Manage Program/Funds | ![]() |
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Manage Programs | ![]() |
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After clicking on the Manage Programs link | ![]() |
Add Program button | ![]() |
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Create Funds button | ![]() |
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Why | A fund is needed for the smooth running and functioning of the activities. |
After clicking on Create funds button | ![]() |
After clicking on Create funds button | ![]() |
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Approved partner(s) for funds | ![]() |
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After clicking on the link | ![]() |
Approved Activity Type | ![]() |
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After clicking on the link |
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Manage Fields | ![]() |
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Add New Field+ button | ![]() |
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Manage Field Labels | ![]() |
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