A Campaign is a full-scale implementation of a sales strategy to promote a product or a service.

This is done in a market segment of a particular geographical area to achieve specified objectives.


1. How to create a Campaign

  1. Go to CRM > Setup > Campaign > New.
  2. Enter a name for the campaign and select the Naming Series.
  3. Enter a description to describe what the campaign is about.
  4. Save.

2. Features

2.1 Tag Campaign in Lead, Opportunity and Quotation

When a marketing campaign generates a lead or an opportunity, you can tag the campaign while creating the Lead or Opportunity. You can also tag the campaign in Quotation.

This helps in assessing the effectiveness of a marketing campaign by calculating the return on investment.

Campaign - View Leads

2.2 View Leads Generated by a Campaign

  1. Click on 'View Leads' button in the campaign.

    Campaign - View Leads

  2. You will see a filtered list of leads made against the campaign.

  3. You can also create new leads against the campaign by clicking on 'New'

Campaign - New Lead

  1. Lead
  2. Opportunity
  3. Quotation

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