Use the Campaign/Leads tab to associate a marketing campaign as well as one or more leads with an activity.
The term "lead" is used in
Vision to represent prospect contacts or unqualified contacts that may lead to future business. Your firm may use a different term to describe these people and companies. If so, consider changing the term "lead" to a different term throughout
Vision.
| Field | Description |
|---|
| Marketing Campaign
|
Enter the name of the marketing campaign associated with the activity.
You can enter a marketing campaign name directly in this field, use the Quick Find feature to select a marketing campaign from your database, or click
 and use the Marketing Campaign Lookup to select a marketing campaign.
|
| Primary Lead
|
Enter the name of the primary (main) lead associated with the activity, if applicable.
You can enter a lead directly in this field, use the Quick Find feature to select a lead from your database, or click
and use the Leads Lookup to select a lead.
|
| Name
|
To enter a Lead name, click
Insert and select the name from the Leads Lookup.
|
