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NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop. |
- Open a client and click the Marketing tab. This tab lists all available marketing plans in the left panel and all the plans the client belongs to in the right panel. Note: To set up your list of marketing plans, go to Maintenance > Client > Marketing Plans. See also: Marketing Plans
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To add a marketing plan, simply highlight the plan on the left and click the right arrow “>” button to move it to the active list.
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To remove a client from a marketing plan, just highlight the plan on the right and click the left arrow “<” to move it back to the inactive side.
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Save the client record when finished.
