Use the Marketing Campaigns tab to associate one or more marketing campaigns with a lead. To associate a marketing campaign record with a lead record, add it to the Marketing Campaigns grid. Both records reflect the association.
A marketing campaign record must exist in your database before you can associate it with a lead record.
Contents
Marketing Campaigns Grid
The fields on the grid display information from the corresponding Marketing Campaign Info Center records.
| Field | Description |
|---|
| Marketing Campaigns Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Associate
|
Click this option to add a marketing campaign to the Marketing Campaigns grid.
|
 Remove
|
Click this option to remove a marketing campaign from the Marketing Campaigns grid.
|
| Name
|
This field displays the name of the marketing campaign.
Click the name to open the record in the current browser window or right-click the name and then click the
Open in new window option to open the record in a separate browser window.
|
| Number
|
This field displays the number of the marketing campaign.
|
| Status
|
This column displays the campaign's status.
|
| Type
|
This column displays the campaign's type.
|
| Launch Date
|
This column displays the campaign's launch date.
|
| End Date
|
This column displays the campaign's end date.
|
