The Details Panel is where users can track KPI’s and details that correspond to marketing activities. Users can easily and quickly share information regarding attributes with other users by copying and sharing the link to that activities’ Details Panel.
- On the Activities Tab (formerly Budget Tab), click the Panel icon in line with your desired Marketing Activity
- On the Details Panel, click the Copy Details Link icon
Note: The user must be signed in to Allocadia to view the link. The user cannot view the link if they do not have access to the Activity Plan/workspace/budget.