Campaigns

The Campaigns page is accessible by clicking on the Campaigns section in the main navigation bar on the top of the screen.

A campaign is a planned marketing project that you want to manage and keep track of from within the CRM. This allows you to analyze different business strategies and analyze which one is the most effective.

A campaign can be anything; a simple newsletter, seminar, conference, or any other type of marketing initiative.

Leads, contacts, accounts and opportunities are related to campaigns as campaign members. The campaign - opportunity relationship allows you to calculate values such as the ROI (Return of Investment) based on the campaign cost and the expected revenue.

The CRM creates the numbers that compare the costs to the value of the won opportunities.

Try to bind all of your leads with campaigns. Upon lead conversion, the campaigns are mapped to the account and opportunity, allowing you to define the ROI of your lead generation activities.

Adding a new campaign

  1. Navigate to the Campaigns,

  2. click on the + Add button to open the form,

  3. populate the data and press the Save button in the bottom right corner.