Using the Campaign Detail View
Use the Campaign Detail view to review, add, or edit the information for a selected record. The Detail view consists of fields, tabs, and a user-defined section.
Note: The security access
determines the available functions. Contact the administrator for any changes in access
rights. Web Viewer users cannot access full functionality.
To access the Campaign Detail view:
- Click on the Navigation Bar. The Campaign List view is displayed.
- Click the campaign name. The Campaign Detail view is displayed. If necessary, use the Lookup to locate a campaign.
On this page you can:
- Use the Lookup to search for records
- View a group
- Click
(), to switch back to Campaign List view.
The Task Pane contains the Common Tasks section. In this section, you can use these
options:
- Email. See Emailing Contacts or Leads
- Add Note. See Adding a Note
- New Meeting. See Scheduling an Activity
- New Phone Call. See Scheduling an Activity.
- New To-Do. See Scheduling an Activity.
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.