PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Clients > Client How To's > Adding Clients to a Marketing Plan
Adding Clients to a Marketing Plan

    
NOTE: This feature is available in the Standard, Professional, and Enterprise versions of both Spectra and myStratus Desktop.


  1. 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

  2. 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.

  3. 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.

  4. Save the client record when finished.




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