Campaigns
Use this form to create campaigns:
- Click Add Sales Contacts to open the Add Sales Contacts
form, where you can add sales contacts to the campaign. The read-only
grid in the Contacts tab
then displays the contact, name, job title, e-mail address, and
company name of the contact that you added.
- Click Campaign Items to open the Campaign Items form,
where you can add items to the campaign. The read-only grid in
the Campaign Items tab then displays the item and description
for the item that you added.
- Click Leads to open the Leads form, where you can add
leads to the campaign. The read-only grid in the Leads tab then
displays the lead, description, status, quality, and territory
description for the lead that you added.
- Click Opportunities to open the Opportunities form,
where you can add opportunities to the campaign. The read-only
grid in the Opportunities tab then displays the opportunity, description,
status, est. value, stage, territory, and close percent of the
opportunity that you added.
- Click Send Communications to open the Communication
Wizard form, where you can add communications to the campaign.
The read-only grid in the Communications tab then displays the
number, type, topic, and contact date of the communication that
you added.
Related Topics
CRM Overview