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July 2023 Marketing Training

Modified on: Tue, Aug 1 2023 2:37 PM

The July 2023 Marketing Training covers the following topics:

  1. Master/Sub Project Use Case
  2. Publisher Module - new document naming convention guide
  3. Refresher on "Complete" vs. "Incomplete" Project information and how that impacts the output and efficiency of Publisher Docs, Reports, and Power BI
  4. Example of a recent Proposal (Resume & Project Sheet) and where the piece of content should be stored in Unanet
  5. Questions from Survey
    • Is there a way to view all the proposals assigned under one specific marketer in Unanet?
    • Where can we store competitor information collected collected during capture planning?
    • Using Unanet for Campaigns such as holiday gift lists
    • Is there a "free" version of Unanet that all new employees can access to enter in their own experience, education, certifications, etc?


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