When you are setting up or maintaining a CRM event, there are several basic parameters that need to be specified. The Event screen on the CRM Management tab is where you specify them.
Note: To access the CRM Event tab, you must have the proper security privileges. The CRM job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.
Select the CRM event on the Event screen of the CRM Management tab if you have not already done so. (For instructions on how to do this, please refer to Select a CRM event.)
In the Promo ID field, type the CRM event's promotional ID. You can use this field to assign a code to a promotional event. This enables you to associate an outgoing marketing/promotional CRM event with incoming orders and then later track which events were most successful.
In the Measure Response drop-down list, select Daily or Monthly to indicate how often the response status should be measured.
In the Priority drop-down list, select the priority for the follow-up activities associated with this event. The priority is shown for this event's follow-up activities in the follow-up queues of users' Home Page screens. Valid priorities are as follows:
Urgent
High
Medium
Low