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	Activities
Stages/Tasks	Targets	Products	Notes/History

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.