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Nathan Broadbent edited this page Feb 29, 2012 · 3 revisions


Create Campaigns

Campaigns can be used to document new campaigns. One can specify a name for the campaign, a date range, and a current status in the top part of the window. The bottom of the window contains details pertaining to the expectations of the campaign, such as target number of leads, conversion from leads to customers, revenue, and budget. There is also a text window for more detailed objectives.

On the left of the campaigns model, there is a search bar and some filter settings based on the status of the campaigns execution. These can be used to narrow down the list of displayed campaigns and make it easier to find specific ones.