Restrictions on Configuring Key Account Management Record Types

Before you start configuring the key planning and marketing record types for key account management, note the following restrictions:

• You can associate a business plan with several messaging plans and events.

• You can associate a campaign with an objective and several events.

• You can associate an event and an objective with only one fund.

• You can associate a fund request with several activities.

To use key account management, you must configure certain record types correctly, see Process of Configuring Key Account Management Record Types.