Managing Marketing Settings at Different Levels
Marketing settings are an important aspect of any business's marketing strategy. They allow businesses to customize their marketing channels, funnels, and action statuses to best fit their needs. However, managing these settings can be a bit confusing as they are spread out across different levels. In this article, we will explain how to manage marketing settings a business level.
Tip: Refer to Marketing Setup to read more about managing Channels, Funnels and Statuses at an Account Level.
Business Marketing Setup
To manage Marketing Setup for a business:
Navigate to Settings > Businesses
Click 'View' on a Business you'd like to manage.
Scroll to 'Marketing Setup'
Marketing Channels
To add, or remove Marketing Channels for a business click 'Manage Marketing Channels'. You can now add 'New', or Delete existing marketing channels for this business.
Note: Deleting a channel at a business level will not delete it at an account level.
Business Funnel Stages
To add, or remove Marketing Channels for a business click 'Manage Marketing Funnel'. You can now add 'New', or Delete existing marketing funnels for this business.
Manage Statuses
Like Channels and Funnels, To add, or remove Marketing Channels for a business click 'Update Statuses'. You can now add 'New', or Delete existing marketing funnels for this business.
