Marketing Tab

Use the Marketing tab on the Account, Contact or Lead Detail Views, to see the campaigns that targeted a contact or lead. You can also add or edit campaign response information, or remove a contact or lead from future stages of the campaign.

The Marketing tab displays the following campaign response information:

• Campaign Name
• Campaign Code
• Status
• Stage
• Contact (Account Detail view only)
• Start Date
• End Date
• Response Date
• Response Method

To view campaign response for the current record

• On the Contact, Account or Lead Detail view, click the Marketing tab. If the tab is not visible, click the More Tabs tab.

To add a campaign response

• Do one of the following:
  • Click the Add Campaign Response button and follow the steps for adding campaign response information.
  • (Account Detail view only) To add a response for a contact or lead that was included in the campaign, click Add next to the record and follow the steps for adding campaign response information.

To delete a response from a campaign

1. Click Delete next to the response you want to delete.
2. Click OK.

The response still appears on the tab, but the status is changed to "Removed", the Response Date is cleared, and the response is no longer included in any response calculations.

To remove a target from further stages of the campaign

1. Click Remove next to the response you want to remove from further stages of the campaign.
   The response still appears on the tab, but the status is changed to "Removed", the Response Date is cleared, and the response is no longer included in any response calculations.
2. Click OK.

Related Topics

Accounts Overview

Contacts Overview

Leads Overview