Using the Campaign Detail View

Use the Campaign Detail view to see, add, or edit information for a selected record. The Detail view consists of information fields, tabs, and a user-defined middle section.

To open the Campaign Detail view, on the Navigation Bar, click Campaigns to open the Campaign List view. If necessary, use the Lookup to locate a campaign, and click on the campaign name.

On this page you can:

• Use the Lookup to search for records
• View a group
• Click (List View), to switch back to Campaign List view.

The Task Pane contains the Common Tasks section. In this section, you can:

• Email
• Mail Merge
• Add Note
• New Meeting
• New Phone Call
• New To-Do

Information Fields

The campaign information fields contain the primary information about the campaign. Users with permissions can edit these fields. You can launch a campaign to the campaign targets.

Detail View Tabs

Each tab displays specific information you can use for campaign related activities. Click a link to see more information about each tab.

Budget/Results	Opportunities	Responses
Stages/Tasks	Targets	Products

User Defined Section

You can drag and drop tabs into the user defined middle section. The tab remains there until it is moved back to the lower section.