Marketing Campaign Info Center Form

Use the Marketing Campaign Info Center form to enter and review information about your firm's marketing campaigns. You can also link related files and Info Center records to campaign records, track and convert leads, schedule and track campaign activities, and track the financial performance of a campaign against budget.

Related Topics:

  • Display the Marketing Campaign Info Center Form
    You display the Marketing Campaign Info Center form from the Info Center menu.
  • Toolbar of Marketing Campaign Info Center
    Use the toolbar options to work with marketing campaign records.
  • General Tab of Marketing Campaign Info Center
    Use the General tab to enter, edit, or review the information on a marketing campaign. The tab includes linked fields so that you can specify the campaign's team members.
  • Leads Tab of Marketing Campaign Info Center
    Use the Leads tab to associate one or more leads with a marketing campaign. You associate a lead record with a marketing campaign record when you add it to the Leads grid. Both records reflect the association. This tab also lists all converted leads for which the campaign was specified on the Convert Lead dialog box.
  • Activities Tab of Marketing Campaign Info Center
    Use the Activities tab to schedule campaign activities directly from individual marketing campaign records.
  • Contacts Tab of Marketing Campaign Info Center
    Use the Contacts tab to associate one or more contacts with a marketing campaign. You associate a contact record with a marketing campaign record when you add it to the Contacts grid. Both records reflect the association.
  • Opportunities Tab of Marketing Campaign Info Center
    Use the Opportunities tab to associate one or more opportunities with a marketing campaign. You associate an opportunity record with a marketing campaign record when you add it to the Opportunities grid. Both records reflect the association.
  • Projects Tab of Marketing Campaign Info Center
    Use the Projects tab to keep track of the projects awarded to your firm as a result of the marketing campaign. You associate a project record with a marketing campaign record when you add it to the Projects grid. Both records reflect the association.
  • Links Tab of Marketing Campaign Info Center
    Use the Links tab to link one or more external text files, graphics files, or email messages to a marketing campaign record. When you add a file link to the Links grid, Vision creates a hyperlink between the link path specified in the Link Path field on the grid and the file. Click the link path to open the file from the current record.
  • Documents Tab of Marketing Campaigns Info Center
    Use the Documents tab to associate a document with a marketing campaign record. You can check out a document for exclusive access, edit it, then check it back in to make it available to other users. You can also view the document's version history.
  • Attachments Tab of Marketing Campaign Info Center
    Use this tab to upload, view, and store documents such as contracts, waivers, and images for your marketing campaigns. Vision attaches these documents to the info center record for which they were uploaded.
Parent Topic: Screens