Create Market
You create a market as Active (active). A market groups leads into a cohort, and it can sit under a parent market.
Create Market
- Go to Sales → Sales Configuration → Markets. Choose Create market.
- Create new market opens, on sales pipeline markets basics, with Market information, Market name, Description, and Parent market.
- Parent market points at a market already there, when this market belongs under a larger one.
- A new market stays Active (
active). An opportunity can point at this market afterward.
- Press Create. That runs Create data entry for Market.
You should see Active (active).
Update market saves a later change on this same market.
Related
- Markets — the screen this job sits on
- Update market — the next job on this screen
- Markets — the market record, kept with CRM