Add a Specification Screen

The table below explains the items on this screen.

Screen Item

Description

Section

Specify where the specification belongs; for example, inclusion or exclusion. Section types are values from the Marketing Plan Item Specification Code table in Administration. Specifications with a section type of “Universe” or “Include” appear on the Universe tab of the marketing plans’s marketing effort. Specifications with a section type of “Exclude” appear on the Exclusions tab of the marketing effort.

Title

Enter a title for this specification. The title is used in the Selection Brief report.

Notes

Enter detailed notes that will be used to specify who should receive the marketing effort created from this plan.