Marketing

Section Objectives

•Add, modify and delete Marketing records

•Understand all information tabs for a Marketing record

•Understand the differences between and uses of types of Marketing records

There are three Marketing modules in Deskflow:

•Opportunities Manager, which is used to plan, organize, execute and track marketing activities to generate future revenue. Opportunity-related reports can be produced from standard report templates.

An Opportunity can be very narrow, with a focus on a specific Company.

It can also be much broader in scope, with a geographical or product orientation.

An Opportunity can be service or product oriented, and in the Deskflow context could lead to a Project, a Job Order or the Introduction of a Candidate to a prospective field of companies.

•Candidate Introductions, which organizes the promotion of Candidates or Candidate teams that have exceptional abilities and expertise. Such Candidates are typically in high demand and short supply.

•Events Manager, which is used to plan, organize and manage Events. An Event is a well organized promotional or branding activity with a known start date, end date, venue and list of invitees and attendees.