My Marketing Pipeline

The My Marketing Pipeline feature provides marketing-oriented users with a centralized area to review their active and completed referrals from marketing events for which they are the event manager.

Requirements

The user must have one of the following security roles:
- Super User
- RB Client Super User
- RB Client Super User with User Management
- KipuCRM Super User
- Marketing Only for 3rd Party Marketing Setup (With Reports)
- Auditor - Read Only
- Combined +
- Combined (Admissions and B.D.)
- Business Development
- Business Development Plus
- RB Client Combined Admissions and Bus Dev
- Combined Admissions and Business Development
User must be assigned to a marketing event as a primary or secondary event manager.

Utilizing the My Marketing Pipeline

For steps on how to locate and use the My BD Pipeline feature, please refer to the steps below.

Select CRM. Hover your mouse over Business Development and select My Marketing Pipeline.
The My Marketing Pipeline will appear displaying all active and in-process referrals sent to your organization from marketing events that you manage.
- Important
  For an in-depth guide on utilizing the grid's customization and filtering capabilities, please click here.
Users can perform any of the following quick actions by right-clicking on any record present on the grid:
- Open Patient Profile
- Add Patient Communication Log
- Create Patient Task
- Open Marketing Event Information