From the Dashboard page, click the "Gear" icon in the upper right corner.

Tip!  If you do not see the gear icon you may not have the right permissions on your account.  Please verify with your Brokerage's system admin.

Click "Marketing Plan" in the dropdown menu. 

The Manage Marketing Plans page will display a table of all the current active marketing plans in the system.

Scroll to the bottom left corner of the page and click the "Add Marketing Plan" button. 

The Add Marketing Plan window allows you to specify the parameters for the marketing plan. 

Fill out the required fields for the marketing plan. Be sure to have links ready for your marketing plan cover photo. 

Click the "Add" button in the bottom right corner of the window to save your marketing plan. 

After saving your marketing plan, use the search bar to find your plan in the table. 

Your marketing plan will appear as a normal entry in the table, but you'll notice there are three new icons under the "Action" column. The "Edit Marketing Plan" icon allows you to make updates to your marketing plan such as changing it's ID or description. 

Click the "Manage Tasks" icon to add tasks to the marketing plan. 

You'll notice that the Edit Marketing Plan Detail page includes a "Manage Tasks" table, but since your plan is new it'll be blank. 

Click "Add Task" in the top right corner to begin adding tasks to your plan. 

The Add Task window, allows you to set the parameters for the new task. 

You can even assign a specific workflow to the task to ensure no steps are missed. 

After your task has been saved you'll notice your task has been added to the table. You'll then have the option to click the "Add Task" button again to add more tasks, if needed. 

 Manage Tasks
#	Summary	Description	Delay	Workflow	Action
1	Sample Task	This is a sample task		Marketing	

Each task's Action column includes the "Edit Task" icon and "Delete Task" icon. You can utilize the icons to edit or delete your tasks. 

This scribe will show how to create a new marketing plan. 

Create a Marketing Plan

Creating New Marketing Plan

Adding Tasks to Marketing Plan