Use the Marketing Campaigns tab to associate one or more marketing campaigns with an opportunity record. To associate a marketing campaign record with an opportunity record, add it to the Marketing Campaigns grid. Both records reflect the association.
When you qualify a lead as an opportunity,
Vision associates with the new opportunity all of the marketing campaigns associated with that lead.
A marketing campaign record must exist in your database before it can be associated with an opportunity record.
Contents
Marketing Campaigns Grid
The fields on the grid display information from the marketing campaign record in the Marketing Campaign Info Center.
| 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 (identifier) of the marketing campaign.
|
