managing campaigns in centrahubcrm

Campaigns

field-description

Fields Description for a New Campaign

Name

Name refers to the name of Campaign.

Owner

Owner is the user of CRM which can be customized.

Campaign code

Every campaign has its unique campaign code. The code can be alphanumeric/numbers depending on user requirement.

Parent campaign

Parent campaign refers to the main campaign under which other campaigns are designed.

Campaign Type

Select the type of campaign from the drop-down list.

Campaign status

Select the status of the campaign from the drop-down list whether it is active/inactive/planning.

Tele status template

Select the tele status template from the drop-down list. It is used for telemarketing campaign where you can record the status of it.

Description

Type any kind of important points related to the campaign.

Start date and End date

Select the date at which the campaign starts and ends.

  • 4. Click the Save button to save the campaign. A Campaign is created.

Note: You have Save and New option to save the current campaign and automatically load a new page to create a new campaign or Cancel to cancel the current campaign creation.

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1. Edit

To edit the campaign in detail view page.

2. View

To view all the type of campaigns. You can even select from the drop-down list in view.

3. Look in

To sort the campaigns which are created by the specified user.

4. New

From the view page also you can create a new campaign.

5. Actions (3Dot)

To perform various kinds of activities.

6. Split

To view campaign list in the split view screen.

7. Search

To search the required campaign.

8. Filter

By using the filter option you can filter the campaign.

detailed view of campaign layout in centrahubcrm
1. Edit

To edit details regarding the campaign.

2. Delete

To delete the campaign.

3. Clone

To clone the selected campaign and enter the desired details.

4. Show details

To show complete details of the campaign.

5. Tags

Create tags and use these tags anywhere in the module.

6. Related list

In the related list all activities related to the campaign are recorded.

7. Activity stream

Each and every activity update is recorded.

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