Categorizing Direct Mail and Promotional Items for Better Reporting

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi,

We are trying to improve reporting for our marketing efforts.

In doing this, we’d like to better categorize our Direct Mail and Promotional Items to understand which efforts work best.

I’d like to get some feedback on what worked best for your company.

-Naming Conventions

-Categorization

-Reports

Thanks!

2

Hello @SHinojosa3, thank you for posting in our Community!

I want to invite our top experts @Chriso-mwx, @Josh, and @NicoleSengers, do you have any advice for @SHinojosa3?

Thank you,

Pam