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CRM - Campaigns

  • Updated

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

Enable Enhanced Campaigns

Add Campaigns

Select Campaign on Entity Profile

Enable Enhanced Campaigns

  1. Open any module.
  2. Click over the icon of a person in the upper right of the screen.
  3. Choose the Settings option from the menu. This will open the company settings screen.
  4. Click the CRM subtab on the left side of the screen.
  5. Scroll down and select the box to Use Advanced Sales Campaign Feature.

campaign_enable.png

  1. Click the Save button in the lower right.

Add Campaigns

  1. Open any module.
  2. Click over the icon of a person in the upper right of the screen.
  3. Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
  4. Select the App Settings tab.
  5. Click the CRM subtab on the left side of the screen.
  6. Choose the Campaigns option. This will expand the section.

campaign_advanced.png

  1. Click the button to Add New Record. This will add a new, blank line to the table.
  2. Enter a prefix, base, and suffix for the campaign name. If you only wish to use a single field, enter the information into the base field.
  3. Enter a campaign description.
  4. Select the advertising source for the campaign.
  5. Select a beginning date and end date for the campaign.
  6. Select the Update button on the category row.

Select Campaign on Entity Profile

Campaigns are selected on an entity profile's lead info tab. Only campaigns that are active (based on the date range entered when created) can be selected on the entity profile.