Opportunity Marketing Tab

Use the Marketing tab on the Opportunity Detail view to see or add campaigns that are associated with the opportunity.

Columns in the view include: status, campaign code, campaign name, stage, start date, and end date.

To view campaigns associated with the current record

  • On the Opportunity Detail view, click the Marketing tab. If the tab is not visible, click the More Tabs tab.

To associate a campaign with an opportunity

To disassociate a campaign from an opportunity

  • On the Marketing tab, click Delete next to the campaign that you want to disassociate.

Related Topics

Opportunities Overview

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.