Is it possible to deactivate a Marketing Effort once it has been activated? Is it possible to copy a Marketing Effort and delete the original?
An activated Marketing Effort cannot be deactivated.
You can copy an activated Marketing Effort and the new/copied effort will not be activated. To copy the effort:
1. Go to Marketing and Communications 2. Click Marketing Efforts 3. Click View Marketing Efforts 4. Select the desired Effort and click the Copy button 4. Confirm the copy when prompted 5. Go Marketing Efforts tab 6. Select the 'Copy of' Marketing Effort and click Go to effort or double click effort name to access the new effort 7. You can rename the effort by clicking 'Edit marketing effort' then editing Name: field and saving. 8. Note the new Marketing Effort is not activated
You can then delete the original activated effort if desired by:
1. Go to Marketing and Communications 2. Click Marketing Efforts 3. Click Marketing Effort Search 4. Select desired effort from search window and double click to open 5. Select 'Delete effort' from Tasks menu on left hand side