Using the Campaign Detail View

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

Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

How Do I?

Use the Lookup to search for records

View a group

information boxes

Thecampaign information boxes contain the primary information about the campaign. Users with appropriate permissions can edit these boxes. You can also launch a campaign to the campaign targets.

detail view tabs

Each tab shows 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 will remain there until it is moved back to the lower section.

Related Topics

Adding a Campaign

Deleting a Campaign

 

 

 

What's New in this Release

 

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

Contact us:

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