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
- Go to CRM > Setup > Campaign > New.
- Enter a name for the campaign and select the Naming Series.
- Enter a description to describe what the campaign is about.
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.
2.2 View Leads Generated by a Campaign
Click on 'View Leads' button in the campaign.
You will see a filtered list of leads made against the campaign.
- You can also create new leads against the campaign by clicking on 'New'