Marketing Materials Produced
What was produced.
Overview
Marketing materials produced for clients and the sales team. The register itself is under Marketing.
When to use marketing materials produced
- Marketing review.
Step by step
In the CPD Training module open Reports in the green navigation bar, then choose Marketing Materials Produced under Marketing Reports.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “Marketing materials produced for clients and the sales team (register under Marketing). Amounts in USD.”
- Columns: PRODUCED, MATERIAL, TYPE, PRODUCED FOR, CLIENT, QUANTITY, COST.
- Actions on the screen: Standard, Spreadsheet, CSV, All clients.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.marketing.manage
- cpd.marketing.read
- cpd.reports.read
- hospitality.report.read