CRM Scenario 6

To create and manage a campaign, perform these steps:

  1. Create Sales Contact Group. On the Sales Contact Groups form, add your contact to the Trade Show group.
  2. On the Campaigns form, create the campaign.
  3. On the Campaigns form, click the Add Sales Contacts button. The Add Sales Contacts form is displayed.
  4. On the Add Sales Contacts form, select Sales Contact Group in the Source field.
  5. Click the Filter In Place button so that you see Trade Show in the Group Name column.
  6. With the Trade Show group name selected, click Next.
  7. Select the contacts you want to include and click Finish. You can now see the contacts on the Contacts tab of the Campaigns form.
  8. On the Campaigns form, click the Campaign Items button. The Campaign Items form is displayed.
  9. On the Campaign Items form, select all the items for your campaign. The items now appear on the Campaign Items tab of the Campaigns form.
  10. On the Campaigns form, click the Send Communications button. The Communication Wizard is displayed.
  11. On the Communication Wizard form, set the Communication Type to Promotion and the Communication Method to Email.
  12. Click Next. Select your sales contacts for the communication.
  13. Click Next. Create your template.
  14. Click Next. Select the topic, the type, provide any notes you want, and select any other options you want.
  15. Click Finish. Communications now appear on the Communications tab on the Campaigns form.
  16. On the Campaigns form, click the Leads button. The Leads form is displayed.
  17. Create the lead and save. The lead now appears on the Leads tab of the Campaigns form.
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