Marketing

This guide walks through each screen in the Marketing menu of the CPD Training module: Visits & Follow-ups, Marketing Materials.

Visits & Follow-ups

Where to find itCPD Training → Marketing → Business Development → Visits & Follow-ups

1
Open Visits & Follow-ups
In the CPD Training module, open Marketing in the green navigation bar, then choose Visits & Follow-ups under Business Development.
2
Review the list
The list shows these columns: DATE, TYPE, CLIENT, ABOUT, STATUS, VISITED BY. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: New Visit / follow-up.

Where to find itCPD Training → Marketing → Business Development → Marketing Materials

1
Open Marketing Materials
In the CPD Training module, open Marketing in the green navigation bar, then choose Marketing Materials under Business Development.
2
Review the list
The list shows these columns: MATERIAL, TYPE, PRODUCED FOR, PRODUCED, QTY, COST. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: New Marketing material.