Field | Description |
Activities - Type
|
This column displays the activity type (for example, Phone Call, Meeting, or Email).
|
Activities - Subject
|
This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
|
Activities - Start Date
|
This column displays the date and time that the activity is scheduled to begin.
|
Activities - Priority
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This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
|
Activities - Owner
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This column displays the name of the employee who is responsible for the activity.
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Activities - Primary Firm
|
This column displays the name of the primary firm associated with the activity.
|
Activities - Primary Contact
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This column displays the name of the contact at the firm associated with the activity. The contact can be a participant in the activity, or the activity can be a task your firm undertakes for the contact.
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Activities - Primary Firm Contact Bus. Phone
|
This column displays the business telephone number for the firm contact associated with the activity.
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Activities - Project
|
This column displays the name of the project associated with the activity.
|
Activities - Location
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This column displays the location where the activity occurred or will occur.
|
Activities - Notes
|
This column displays the notes from the activity.
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Project
|
This column displays the project number.
|
Type
|
This column displays the type of marketing campaign (for example, Webcast, Direct Mail, or Seminar).
|
Audience
|
This column displays the market segment to which the marketing campaign is directed (for example, Chief Financial Officers or Project Managers).
|
Budget
|
This column displays the amount budgeted for the marketing campaign.
|
Actual Cost
|
This column displays the actual cost of the marketing campaign.
|
Revenue Goal
|
This column displays the amount of revenue your firm expects to generate from the marketing campaign.
|
Campaign Manager
|
This column displays the marketing campaign manager.
|
Marketing Manager
|
This column displays the marketing manager who is responsible for the marketing campaign.
|
Manager 3
|
This column displays a third manager associated with the campaign.
|
Status
|
This column displays the status of the marketing campaign record: Active or Inactive.
|
Launch Date
|
This column displays the marketing campaign's launch date.
|
End Date
|
This column displays the marketing campaign's end date
|
First Action
|
This column displays the first action in the marketing campaign (for example, Kickoff Campaign).
|
Current Action
|
This column displays the current action in the marketing campaign.
|
Next Action
|
This column displays the action that is scheduled to occur after the current action.
|
Universe
|
This column displays the total number of firms targeted by the marketing campaign.
|
Responses
|
This column displays the sum of the number of leads and the number of contacts.
|
Response Percent
|
This column displays the ratio of
Actual Responses to the total number of firms targeted (the value in
Universe), expressed as a percentage.
|
New Firms
|
If your enterprise uses CRM Plus and enables the Lead Qualification process in
Settings > CRM, this column displays the number of new firm records created when qualifying contacts associated with a marketing campaign.
|
New Firms
|
If your enterprise uses CRM Plus and enables the Lead Qualification process in
Settings > CRM, this column displays the number of new firm records created when qualifying contacts associated with a marketing campaign.
|
Qualified Contacts
|
If your enterprise uses CRM Plus and enables the Lead Qualification process in
, this column displays the number of qualified contacts associated with a marketing campaign.
|
Awarded Projects
|
This column displays the number of projects that are listed for the campaign in the Marketing Campaigns hub.
|
Create User
|
This column displays the
Vantagepoint user ID of the employee who created the record.
|
Create Date
|
This column displays the date on which the record was created.
|
Modify User
|
This column displays the user ID of the person who most recently modified the record.
|
Modify Date
|
This column displays the date on which the record was most recently modified.
|
Custom Currency Code
|
If you use multiple currencies, this column displays the currency code used for user-defined currency fields.
|
Responses - Name
|
This column displays the name of the contact at the firm.
|
Contacts - Firm
|
This column displays the contact's firm.
|
Responses - Title
|
This column displays the contact's title (for example,
Director,
Project Manager, or
CEO).
|
Responses - Phone
|
This column displays the contact's business telephone number.
|
Responses - Address 1
|
This column displays the contact's street address.
|
Responses - City
|
This column displays the city from the contact's address.
|
Responses - State
|
This column displays the state from the contact's address.
|
Responses - Zip
|
This column displays the ZIP code from the contact's address.
|
Responses - Email
|
This column displays the contact's email address.
|
Responses - Project Description
|
This column displays the description for the project that is associated with the marketing campaign.
|
Responses - Qualified Status
|
If your enterprise uses CRM Plus and enables the Lead Qualification process in
, this column displays if the contact has been qualified or disqualified or is a new lead.
|
Projects - Number
|
This column displays the identifier of the project associated with the marketing campaign.
|
Projects - Number
|
This column displays the identifier of the project associated with the marketing campaign.
|
Links - Description
|
This column displays a brief description of the file link or Web address (URL).
|
Links - Link Path
|
The link path can be one of the following::
- The complete link path for an external file. Click on the link path to open the file link from the external location where it is stored.
- The complete HTTP, FTP, email, or newsgroup address for a URL. Click the address to go to the Web, FTP, or newsgroup site, or to open and send an email message.
|
Links - Graphic
|
This Yes/No column indicates whether or not the file is a graphic file.
|
Currency
|
This column displays the currency used for the marketing campaign.
|
Exchange Rate Date
|
This column displays the date on which the exchange rate went into effect.
|