Difference between revisions of "Create Campaigns Screen"

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(New page: This section allows you to create a marketing campaign that can be applied to any person (contact, lead, account, etc) in the system. Enter the appropriate information into the following ...)
 
 
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This section allows you to create a marketing campaign that can be applied to any person (contact, lead, account, etc) in the system.  Enter the appropriate information into the following fields:
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This section allows you to create a [[Marketing Campaign]].  Enter the appropriate information into the following fields:
  
 
*'''Name''' - This is the general name of the marketing campaign you are creating.
 
*'''Name''' - This is the general name of the marketing campaign you are creating.
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Clicking the [Create Campaign] but will save the campaign and take you to the [[View Campaign Screen]].
 
Clicking the [Create Campaign] but will save the campaign and take you to the [[View Campaign Screen]].
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User Manual page > [[Marketing Applications]]

Latest revision as of 20:38, 6 October 2009

This section allows you to create a Marketing Campaign. Enter the appropriate information into the following fields:

  • Name - This is the general name of the marketing campaign you are creating.
  • From - This is the expected date and time the marketing campaign will begin. Select the start date using the calendar widget and the time from the drop down menus.
  • Thru - This is the expected date and time the marketing campaign will conclude. Select the end date using the calendar widget and the time from the drop down menus.
  • Budgeted Cost - This is the amount of money that has been designated for the marketing campaign.
  • Currency - This is the currency by which the budgeted and estimated costs are calculated. Select the currency from the drop down menu. The default is set during CRM/SFA.
  • Estimated Cost - This is the total expected cost of the marketing campaign.
  • Description - Enter any further information about the marketing campaign in the information box provided.

Clicking the [Create Campaign] but will save the campaign and take you to the View Campaign Screen.


User Manual page > Marketing Applications