Campaign Fields
The following table describes the default fields:
Field | Description/Action |
---|---|
Call to Action | The promotion message used in the campaign (such as 'Act now to get 50% off'). Click the field and type the call to action. |
Campaign Name | Name of the campaign. Click the field and type a campaign name. |
Code | A unique identifier for the campaign (such as PM12345). You can assign any combination of letters and numbers that have not been used. |
Description | A brief description of the campaign. Click the field and type a description. |
Display using “My Currency” | If Multi-Currency is configured, you can choose
to display the campaign information using the opportunity currency type
or your currency type. Select the Display using "My Currency" check box to display campaign information using the currency type you selected in your user options. |
End Date | The end date for the campaign. Click ( | ) to select the date and then click .
Estimated Budget | Displays the read-only Budget Expenses amount that can be added and edited on the Budget/Results tab. |
Launch or Launched | To launch a campaign click Once the campaign is launched, the label changes to . |
.
Launched on | The date on which the campaign was launched. |
Lead Sources | Campaign lead sources. Click ( | ) and click next to the item to associate.
Manager | Person or team within your organization who will manage the campaign. Click ( | ) to find the person or team within your organization to manage the campaign.
Number of Stages | The number of stages as defined on the Stages/Tasks tab. |
Number of Targets | The number of targets associated with the campaign on the Targets tab. |
Number of Tasks | The number of tasks defined on the Stages/Tasks tab. |
Objective | The objectives of the campaign (such as 'Increase sales in Midwest region'). Click the field and type the objective of the campaign. |
Owner | Person or team within your organization who has access to the campaign. Click ( | ) to find the user or team within the organization that has access to the account.
Start Date | The start date for the campaign. Click ( | ) to select the date, and then click .
Status | The status of the campaign. Click the drop-down arrow and select from the list. |