Opportunities Marketing Campaigns Tab

Use the Marketing Campaigns tab to associate one or more marketing campaigns with the opportunity record. The Marketing Campaigns tab is only available if you are using CRM Plus.

Contents

Much of the information for DPS is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

Reorder columns and sort record rows in a grid to suit your viewing preferences. Changes that you make to the order of columns and rows are remembered from session to session. For information about how to reorder columns and sort records in a grid, see Sort Grid Row Order and Select Columns for a Grid.

Marketing Campaigns Grid

The fields on the grid display information from the marketing campaign records entered in the Marketing Campaigns hub. If you need to create a new marketing campaign record, you can use the + Add Marketing Campaign option to add a new record to the database.

Field	Description
Marketing Campaign	This column displays the name of the marketing campaign that is associated with the opportunity. Click the name of the campaign to display an info bubble containing details about the marketing campaign. Click More... in the info bubble to display the full marketing campaign record on a separate browser tab. To associate a marketing campaign with the opportunity record, click+ Add Marketing Campaign, type one or more characters from the marketing campaign's name, and select from the list of campaigns that automatically displays. Or, click to select from the full list of campaigns. If the marketing campaign has not yet been added in DPS, you can add a new record in the Marketing Campaigns hub.
Marketing Campaign Manager	This column displays the name of the employee who is assigned the role of Campaign Manager for the marketing campaign.
Type	This column displays the type of marketing campaign. For example, Webcast or Tradeshow.
Stage	This column displays the marketing campaign stage. For example, Active, In Progress or Planning.
Status	This column displays the marketing campaign's status and a color indicator: A campaign with an Active status is currently in use. A campaign with an Inactive status is not in use. To change the status, click and select a new value.
	Click this icon to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results.
+ Add Marketing Campaign	To associate another marketing campaign with the opportunity, click this link and select the marketing campaign in the Marketing Campaigns area.