Note: My questions deal with Zoho CRM Campaigns, not the external software that Zoho so conveniently also named Campaigns.
Question 1)
If I have a Contact that is part of a Campaign and a Potential is created for the Contact, should the Campaign Source field in the potential be populated with the Campaign?
Assume the Campaign is still open.
Question 2)
Is there a way to see the Potentials associated with Campaigns when in the Campaign Module. See the image, yellow highlights. I would think I could click a link and it would show me the 2 Potentials in Revenue and 1 Potential in Pipeline.
Question 2A) Does Revenue in the below image also include Closed Lost revenue?
Question 2B) In the image, see the red highlight, why would I have 3 potentials associated in the yellow highlighted area, but there are no potentials associated with the red highlight. (The red highlight links to the potentials)
I haven't quite figured out how this association is made between a Campaign and Potential. For example, if I go to Campaigns Module, open a Campaign, and look at the Potentials associated to that Campaign, I am not sure why some Potentials are shown, while others are not.