Rep (Marketing Activity)

Use the Rep (Marketing Activity) info area to store reps involved with a marketing activity in addition to the rep responsible for the marketing activity (entered in the Resp. Rep field in the Marketing Activity info area).

You can select a rep and define the processes for which the rep is responsible.

1. Click on (New).
2. Enter the desired rep in the Rep field.
   Note: You can also enter a group in the Rep field. This allocates all the reps in the group to the marketing activity. If the rep has been allocated a deputy, the deputy is also allowed to edit the marketing activity.
3. Determine the rep's task(s):
   • Telephone: The rep is responsible for making or answering phone calls within the scope of the marketing activity.
   • E-mail: The rep is responsible for processing incoming e-mail within the scope of the marketing activity.
   • Target group: The rep is responsible for verifying and editing a portion of the target group. The rep receives a To-Do record once the target group has been generated, see Editing Target Groups. The Telephone and E-mail fields have no function in the default configuration.
4. Save.