From the My Reps screen click the Add New Brief button at top right of Client Briefs card.

The Add Client Brief screen is displayed.

Details

Select the Client using the drop-down list or by typing part of the client name.

Enter a name for the client brief in the Title field.

Add the proposed Budget and the Start/End Dates for the campaign

NOTE: fields with a red asterisk are mandatory.

Media

Enter the Campaign objective, the Target Demographic, the Brand description.

Select the Media Type using the check boxes. Multiple boxes can be selected.

Online

For client briefs that include digital advertising, enter Marketing Objectives and geographic markets by selecting the check boxes. Multiple boxes can be selected

Send To People

To link Send To People to a Client Brief, click the drop down arrow in the Select My Reps Contact box.

A list is displayed containing all of your My Reps favourites.

Click on a rep contact name to link it to the Client Brief.

Repeat for each rep contact that will receive the Client Brief.

Click the Save button at bottom right to save the client brief.

Adding a new client brief has now been completed.