Marketing Campaigns Tab of Lead Info Center

Use the Marketing Campaigns tab to associate one or more marketing campaigns with a lead. To associate a marketing campaign record with a lead record, add it to the Marketing Campaigns grid. Both records reflect the association.

A marketing campaign record must exist in your database before you can associate it with a lead record.

Contents

Marketing Campaigns Grid

The fields on the grid display information from the corresponding Marketing Campaign Info Center records.

Field Description
Marketing Campaigns Drop-down Click the drop-down arrow on a grid header to complete any of the following actions:
  • To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.

Not all options are available on all grids.

Associate Click this option to add a marketing campaign to the Marketing Campaigns grid.
Remove Click this option to remove a marketing campaign from the Marketing Campaigns grid.
Name This field displays the name of the marketing campaign.

Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.

Number This field displays the number of the marketing campaign.
Status This column displays the campaign's status.
Type This column displays the campaign's type.
Launch Date This column displays the campaign's launch date.
End Date This column displays the campaign's end date.