This article walks you through the step-by-step process of using the MicroDB Marketing Database template to manage your budget plan. All databases are fully customizable so they can adapt to your particular process.
This article shows you how to:
- Customize the workflow to manage your budget plan.
- Create a new budget plan
- Assign a team member to work the budget plan
Before you begin:
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Customize the workflow to manage your budget plan.
In this section we’ll show you how to set up a simple workflow to manage your budget plan using two tables.
- Campaign Type
In your marketing database, click the Table List to see all of the available tables in your database.
From the list of tables, choose Campaign Type to open the Table View for that table.
This table is where you can modify the type of campaigns to customize your workflow.
Next, modify the list of labels that best reflect your preferred Campaign Types.
Create a New Budget Plan.
Ready to start building?
From the Table List, select the Budget Plan table.
Add a budget plan by choosing a campaign type, quantity and completing the other fields on the form.
Save the new budget plan.
At this point we have a budget plan. Next we’ll want to assign this budget plan to a team member.
Assign a team member to work on a Budget Plan.
Now that we have set up a simple workflow for managing budget plans, it’s time for action.
Assigning a team member to a budget plan is very easy. In the data entry form for the Budget table select from the ‘Assign To’ drop down list. Then save the form.
Now the team member is assigned to the budget plan and they can begin work.
This article is one in a series about the Marketing Database template. To continue learning please visit:
- Manage Marketing Leads
- Manage Marketing Campaigns
- Manage Client Calls
- Manage Marketing Projects and Tasks