Additional Ways to Use the Campaigns Form

The General tab tracks leads, opportunities, revenue, and cost.

This table describes the values on the tab:

	Planned	Actual	Percentage
Leads	Maintains the number of leads predicted to be generated by the campaign	System-calculated number of leads associated with the campaign	Actual leads in relation to planned leads
Opportunities	Maintains the number of opportunities predicted to be generated by the campaign	System-calculated number of opportunities associated with the campaign	Actual opportunities in relation to planned opportunities
Revenue	Maintains the revenue amount predicted to be generated by the campaign	Total amount from all opportunities of the campaign that are in an opportunity stage that is marked as a win or that have been converted to an order	Actual revenue in relation to planned revenue
Cost	Maintains the cost amount predicted to be incurred by the campaign	Maintains the actual cost incurred by the campaign	Actual cost in relation to planned cost

These fields are also populated on the General tab:

• Leads Converted: The number of leads converted to orders (have a convert date assigned) that are associated with the campaign is displayed.
• Opportunities Lost: The number of opportunities assigned to a stage representing a loss that are associated with the campaign is displayed.
• Opportunities Won: The number of opportunities assigned to a stage representing a win that is associated to the campaign is displayed.

The grid on the Activities tab lists activities associated with the campaign. Click Add Activities or Edit Activities to open the Activities form in the selected mode.

The grid on the Contacts tab lists contacts associated with the campaign. Click Add Contacts or Edit Contacts to open the Contacts form in the selected mode. Use the grid to associate an existing contact with the campaign.