Marketing tab
You can use the Marketing tab on the Account, Contact or Lead detail views, to see the campaigns that targeted a contact or lead. You can also add or edit campaign response information, or remove a contact or lead from future stages of the campaign.
The Marketing tab displays the following campaign response information:
- Campaign Name
- Campaign Code
- Status
- Stage
- Contact (Account Detail view only)
- Start Date
- End Date
- Response Date
- Response Method
On this page you can:
- View campaign response for the current record: On the Contact, Account or Lead detail view, click the Marketing tab. If the tab is not visible, click more tabs.
- Add a campaign response:
- Click and follow the steps for adding campaign response information.
- To add a response for a contact or lead that was included in the campaign, click next to the record and follow the steps for adding campaign response information. (Account detail view only)
- Delete a response from a
campaign:
- Click next to the response you want to delete.
- Click .
The response still appears on the tab, but the status is changed to Removed, the Response Date is cleared, and the response is no longer included in any response calculations.
- Remove a target from further
stages of the campaign:
- Click next to the response you want to
remove from further stages of the campaign.
The response still appears on the tab, but the status is changed to Removed, the Response Date is cleared, and the response is no longer included in any response calculations.
- Click .
- Click next to the response you want to
remove from further stages of the campaign.