The sales campaign makes it easy to work with company and contact information. You can also add connected information such as activities and opportunities.
This article covers:
How to view campaign information
Click Sales & CRM → Campaigns & call lists and then Campaigns at the top of the list. In accounts without call lists, the menu item is called Campaigns and opens the campaign list directly:
The list shows each campaign's Sales target, Start date, End date and number of Contacts.
To start a new sales campaign, click Create campaign:
How to add information to a campaign
Click a campaign to view the current details:
The campaign card shows the campaign's Sales target, Start date and End date. The tabs at the top show what is connected to the campaign, with a count for each. A tab appears once the campaign has at least one item of that type:
- Companies
- Contacts
- Opportunities
- To-do's
- Phone calls (Activities in accounts that use Activities)
- Appointments
- Orders
- Email campaigns
- Events
- Forms
How to edit a campaign's existing information
Hover over Sales target, Start date or End date, click the pen icon and make your edits:
To change the description, notes, users or other fields, click the edit icon at the top of the campaign card. This opens Edit campaign.
How to add new information to a campaign
Under Add, click the information type you want to add: