Campaign

A Campaign is a full-scale implementation of a sales strategy to promote a product or a service. This is done in a market segment of a particular geographical area, to achieve specified objectives.

Campaign

You can track Lead, Opportunity, Quotation against a campaign.

Track Leads against Campaign

  • To track a 'Lead' against a campaign select 'View Leads'.

Campaign - View Leads

  • You shall get a filtered list of all leads made against that campaign.
  • You can also create new leads by clicking 'New'

Campaign - New Lead

Next: Customer Group