Navigation:  5 Using Total Enterprise CRM > 5.3 Marketing > How do you work with marketing? > Campaign activities > How do you add a project to a marketing activity?

 

A 'project' is best described as a collection of different tasks. For example, suppose you wish to send a trade newsletter. This could be a project containing tasks such as 'Create content', 'Layout content' or 'Print newsletter'. Rather than having these as unrelated tasks in the system, projects enables you to organise them into logical groups which can be easily managed.

 

A project could be attached to a company, a person or - with some modifications – any entity in the database.

 

To create a new project and assign it to an existing campaign or event, follow these steps.

 

Step 1: Select Add project

 

 

Click the Marketing tab located on the ribbon.

 

Select Add project in the Campaign activities group,

 

Step 2: Complete the form

 

 

The 'Project' form contains all the information related to a project such as name, description, start and end date, and the company or contact to which the project is attached. You can assign the project to any user or employee of the system.

 

Note:

The fields marked with a red asterisk (*) at the right end indicate that they are required fields; other fields can be left blank.

 

Interaction-history for project

At the bottom of the screen is a set of tables containing related records (only one type of records is present in one column). This table is called a 'grid'. This grid shows you the main details of the record ie who created it, when it was created, and its subject. To edit any record, double-click the record in the grid.

 

The grid located in the bottom panel stores the interaction-history, broken down into tabs. These tabs include:

 

 

Note:

There are two ways to use additional options under a grid:

 

 

More actions for project

Controls on the ribbon allow you to carry out the following actions on the selected project:

 

How do you assign a tag to the project?

How do you add a note or attachment to the project?

How do you add a task to the project?

 

Although  some of these actions describe company, the same techniques can be applied to project.

 

Note:

Since these options are on the project screen, the system assumes that if you create a note, project, email or any other action from this screen it is automatically related to the previously selected instance. This is consistent throughout the system to reduce unnecessary data entry.

 

Step 3: Save your data

When you have finished entering all your data, save it by choosing one of these options on the ribbon: