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 you can:

Click Campaigns on the Navigation Bar. The Campaign list view is displayed.
Click the Campaign Name. The Campaign detail view is displayed. If required, use the Lookup to locate a campaign.

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 section. In this section, you can:

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. See Campaign Fields

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.