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 the Campaigns tab:
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:
To start a new sales campaign, click +Create campaign
How to add information to a campaign
Click a campaign to view the current details:
How to edit a campaign's existing information
Hover over a field and click the pen icon:
Make your edits and click the tick icon:
How to add new information to a campaign
Click on the information type you want to add:
