CRM - Campaign

Campaigns can be updated for, or added to, multiple records using the Update Campaign window.

The first step is to build a list of the records that you wish to update in the CRM Control window.

Use one of the search tab cards to locate the records that are to be updated.

Highlight the records in the list. All the records in the list can be selected using the Shift key and a mouse click; individual records can be selected using the Ctrl key with a mouse click.

When you have located and highlighted the records that are to be updated, click the Update Campaign function on the toolbar of the CRM Control window.

There are a selection of updates that can be activated from this window.

Add selected records to campaign where appropriate.
Remove selected records from campaign where appropriate.
Ignore Stage.
Set Stage to.

To add or remove a campaign:

Select the campaign code from the drop down list.
Select Add or Remove.

If adding a campaign, the campaign will be added at the first stage and this will be displayed in the lower drop down list.

If you wish to add the campaign at a different stage, select Set Stage to and select the required stage from the list.

If updating a campaign:

Select the campaign code from the drop down list.
Select Add.
Select Set Stage to and select the required stage from the list.
Click OK to run the update.