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, email 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.