Marketing Objectives (LSI) / Job Cards (CG)

Marketing Objectives / Job Cards contain information on tasks to be carried out during your call.

This information includes data regarding brands, 3D and marketing information. In addition, presentation material on new articles to be introduced during your call can also be included.

Editing Marketing Objectives / Job Cards

To edit Marketing Objectives / Job Card:

  1. Switch to the desired activity.
  2. Click on (Marketing Objectives (LSI) / Job Cards (CG)).

    Your assigned records are displayed:



  3. Click on besides the desired record to show the details.
  4. Edit the data.
  5. Save.

Finalizing Marketing Objectives / Job Cards

After completing the assigned tasks, you need to finalize the record.

To finalize a Marketing Objective / Job Cards:

  1. Switch to the desired record.
  2. Enable the check box on the right of the item.


    Finalized Marketing Objectives / Job Cards are marked with a green bar on the left (besides the check box).

  3. Save.