To create a group of marketing activities, click Add Group in the toolbar of the Marketing section (fig. 1).
Fig. 1. Marketing section. Add Group button
On the opened page (fig. 2) fill in the required fields and click Save.
Fig. 2. Creating a group of marketing activities
Name *– name of the marketing activities group. This field is required.
Description – description of the marketing activities group.
Responsible *– employee, responsible for the marketing activities group. This field is required.
Budget Type – select the budget type:
Defined manually – the page displays the Budget field, where you can enter the budget amount.
The total of the nested object's budget – the Budget field is not displayed. The budget will be calculated as the sum of budgets of the nested activities.
Budget – enter the budget amount.
Group Type – type of the marketing activities group, selected from the Type of marketing activities group object.
Labels – labels of the marketing activities group.
