A Campaign is a full-scale implementation of a sales strategy to promote a product or service.
This is done in a market segment of a particular geographical area to achieve specified objectives.
To access Campaign, go to:
Home > CRM > Campaign > Campaign
When a marketing campaign generates a lead or an opportunity, you can tag the campaign while creating the Lead or Opportunity. You can also tag the campaign in Quotation.
This helps in assessing the effectiveness of a marketing campaign by calculating the return on investment.
2. You will see a filtered list of leads made against the campaign. 3. You can also create new leads against the campaign by clicking on 'New'
If you want to carry out a campaign using emails for your leads or contacts, Email Campaign serves the purpose.
You will have to set up a schedule for the campaign. Click on 'Add Row' to add an entry to the campaign schedule.
The Campaign dashboard shows you all the Email Campaigns and Social Media Post linked to the Campaign. You can also create a new Email Campaign and Social Media Post from here.
Next: Email Campaign