Version 2.95 and up: The Briefing Script Object got renamed to Advertising Material
Make sure NOT to delete or deactive the values in the picklist field status. Read more here: Release and Upgrade Tips & Tricks |
Overview
Create a Briefing Scripts/Advertising Material record using the salesforce standard page
Submit it for approval to the line manager or the client. Learn more about the 4.12.1 Ad Material Management - Approval Process.
If you don’t have sufficient access please contact your administrator. You need to be able to not only read but edit Briefing Scripts/Advertising Material in order to use this function. Here are the instructions to the 8.4.1 Setup Ad Material Approvals. |
Open the App Launcher and Type "Briefing Script" or "Advertising Material" to find the Object and open. Click on New.
Fill in the following fields in the sections:
Please fill in the
The record will be created with default status "New Script".
Version 2.89 and up (earlier versions of ADvendio use fields within the record).
The Briefing Script/Advertising Material has the option to use the following related objects:
Version 2.89 and up
Select here one or more related publication dates for this Briefing Script/Advertising Material.
Version 2.89 and up
Choose the contacts which are needed for the creation and approval of this script. For each contact choose the appropriate role out of the following: