Fields and Options

To create and edit marketing campaigns, you work with the fields and options on the tabs, forms, and dialog boxes in the Marketing Campaigns hub. If custom fields display on a tab, be sure to complete any that are marked as required.

Related Topics:

  • Marketing Campaigns Form
    Use the Marketing Campaigns form and its tabs to enter, view, and edit information for each marketing campaign in your company or enterprise.
  • Activity Dialog Box
    Use the Activity dialog box to add or edit activities that are entered on the Activities tab for the currently selected hub record or for the calendar. New activities entered here are also added to your calendar and dashboard.
  • Disqualify Contact Dialog Box
    If your enterprise uses CRM Plus and enables the Lead Qualification Process in Configuration, the Responses Tab in the Marketing Campagins hub lets you disqualify contacts. When you change a contact's status to Disqualify, the Disqualify Contact dialog box displays.
Parent Topic: Marketing Campaigns Hub