Updating Media Plans
Overview
You can edit any setting of a media plan after you created it. There are two ways to edit a media plan:
- Click on the Title of the media plan on the Media Plans page.
- Hover over the Tools icon next to a media plan name. Click "Edit Media Plan".
Changing the Status of a Media Plan
After you have initially created your media plan, you can update it to reflect a change in status. Sales Management uses the following statuses:
- Pitched
- Reserved
- Approved
- Trafficked
- Closed Lost
There are no hard-coded definitions of these statuses in Kevel, so your sales team can define what they mean in the context of your sales cycle.
To update:
- Click on the Title of a media plan from the list on the Media Plans page.
- Choose a new Status from the dropdown.
- Click "Save Media Plan".
Deleting Media Plans and Line Items
To delete a media plan:
- Click on the "Sales" tab to navigate to the Media Plans page.
- Hover over the Tools icon next to a media plan name.
- Click "Delete Media Plan".
To delete a line item:
- Navigate to the settings page of the line item's media plan.
- Hover over the Tools icon next to a line item's name.
- Click "Delete Line Item".
Updated over 3 years ago