Summary information for plans

On the plan Summary tab, HCL® Marketing Operations lists summary information about a plan, such as status, program areas, and security policy.

By default, the plan Summary tab displays when you select a plan from the Plan List page. Any programs that are linked to the plan are listed on the Summary tab. You can perform tasks such as changing plan status, editing the plan, adding a new program, linking an existing program, or removing a linked program.