Add / Modify Campaigns

Campaigns are selected on entity profiles to help track how prospects heard about your business and what brought them into the dealership.

Add Sales Campaign

View Campaign on Entity Profile

Add Sales Campaign

1. Open the CRM module. 
2. Select Edit from the menu bar at the top of the screen. 
3. Choose the option to Add/ Modify Campaigns. This will open the campaigns window. 

4. Click in the starred, blank gray line at the bottom of the list.
5. Enter the new campaign description. This will create a new, starred, blank gray row while you are editing. You can enter another new campaign by typing into each new row.
6. Enter the beginning and ending dates for the campaign. Only campaigns that are active can be selected on the entity profile.
7.  Click OK when done. This will close the campaigns window.

View Campaign on Entity Profile

1. Open the CRM module.
2. Search for the entity you wish to view.
3. Open the entity profile.
4. Select the Lead Info tab.
5. To add a campaign, click the Sales Campaign button. Only campaigns that are active (based on the date range entered when it was created) can be selected on the entity profile.