Marketing Campaign Examples-Opportunity Info Center

You can associate marketing campaign records with opportunity records.

Example One

If you open the opportunity record for City Hall Plaza and add Municipal Design to the Marketing Campaigns grid:

Municipal Design — and related marketing campaign information — displays in the Marketing Campaigns grid on the Marketing Campaigns tab of City Hall Plaza's opportunity record.
City Hall Plaza — and related opportunity information — displays on the Opportunities grid on the Opportunities tab of the Municipal Design Marketing Campaign record.

If you open the opportunity record for City Hall Plaza and remove Municipal Design from the Marketing Campaigns grid:

Municipal Design — and related marketing campaign — no longer displays in the Marketing Campaigns grid on the Marketing Campaigns tab of City Hall Plaza's opportunity record.
City Hall Plaza — and related opportunity information — no longer displays on the Opportunities grid on the Opportunities tab of the Municipal Design's marketing campaign record.

If you open the Marketing Campaign record for Municipal Design and add City Hall Plaza to the Opportunities grid:

City Hall Plaza — and related opportunity information — displays on the Opportunities grid on the Opportunities tab of the Municipal Design's Marketing Campaign record.
Municipal Design — and related marketing campaign information — displays in the Marketing Campaigns grid on the Marketing Campaigns tab of City Hall Plaza's opportunity record.

If you open the Marketing Campaign record for Municipal Design and remove City Hall Plaza from the Opportunities grid:

City Hall Plaza — and related opportunity information — no longer displays on the Opportunities grid on the Opportunities tab of the Municipal Design's Marketing Campaign record.
Municipal Design — and related marketing campaign information — no longer displays in the Marketing Campaigns grid on the Marketing Campaigns tab of City Hall Plaza's opportunity record.