How to associate campaign with other records?

            To associate campaign with other records follow the steps below:

            1. Go to the "Campaigns" tab and select the campaign. In the <Campaign Name> page, update the
              following details:
              • Open Activities: To add tasks and events.
              • Closed Activities: To display the closed tasks and events.
              • Leads: To display the leads generated through campaign.
              • Potentials: To display the potentials converted through campaign.
              • Attachments & Notes: To attach documents and notes to the
                Campaign
            2. After updating the associated records, you can proceed to the next
              record.
            Updated: 28 Sep 2015 10:35 PM
            Helpful?  
            Help us to make this article better
            0 0