The Campaign makes it easy to work with company and contact information and add connected information like activities and opportunities.
This article covers:
- How to view campaign information
- How to add information to a campaign
- How to view contacts in a campaign
How to view campaign information
Select a campaign name from the Campaigns list to view the campaign information.
The campaign gives you an overview of the campaign, including the sales targets, and the number of each of the following associated with this campaign:
How to add information to a campaign
The add links (or the Add new button at the top right of the screen) allow you to add information related to this campaign, including:
- Add new activities
- Add new appointment
- Add new opportunities
- Add new sales
- Add a new company
- Add a new contact
- Match companies
The icons in the upper right corner of the campaign screen allow you to edit or delete the campaign.
Select the Companies tab to see the companies that have been added to the campaign.
You can select the company name to open the Company card.
To remove a company from a campaign, select the X to the right of the company name listing.
How to view contacts in a campaign
Select the Contacts tab to see the contacts that have been added to this campaign.
The Contacts list for a Campaign makes a great call list, since the contact’s name is listed with the applicable phone numbers.
You can select the contact name to open the Contact card. Select the company name to open the related Company card.
To send an email, select the contact’s email address.
To remove a contact from the campaign, select the X to the right of the contact name listing.