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CAMPAIGNS

Accounts
What is an Account?
Accounts Tab Page
Viewing Accounts
Custom Account Views
Manage Accounts
Managing Accounts
Creating a New Account
Saving Accounts
Edit an Account
Delete an Account
Print an Account
Account Tools
Import Accounts
Account Web Capture Tool
Account Reports
Adding a Contact
Adding an Opportunity
Adding Multiple Addresses
Adding a Note
Adding a Task

Ajax and COMET Tools
Ajax Contacts Rolodex

Campaigns
What is a Campaign?
Campaigns Tab Page
Viewing Campaigns
Custom Campaign Views
Featured Campaigns
Managing Campaigns
Creating a Campaign
Saving a Campaign
Edit a Campaign
Delete a Campaign
Print a Campaign
Adding a Lead
Adding an Opportunity
Adding an Account
Adding a Contact
Adding a Web Capture Tool

Cases
What is a Case?
Cases Tab Page
Viewing Cases
Custom Case Views
Featured Cases
Manage Cases
Managing Cases
Creating a New Case
Saving a Case
Sending Notification
Edit a Case
Delete a Case
Print a Case
Linking to a Contact
Case Reports
Case Tools
Web Capture Tool
Adding a Note
Adding a Task

Contacts
What is a Contact?
Contacts Tab Page
Viewing Contacts
Custom Contact Views
Manage Contacts
Managing Contacts
Creating a New Contact
Edit a Contact
Delete a Contact
Clone a Contact
Contact Tools
Web Capture Tool
Contact Reports
Adding a Note to a Contact
Adding a Task to a Contact
Adding a Photo to a Contact

Control Panel
Personal Information
Edit Personal Information
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Importing
Set Organization Logo

Control Panel: Import

Corporate Policies
Quick create for policies
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CRM Administration
Overview
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Custom Page Layout
Overview
Campaigns Layout
Leads Layout
Accounts Layout
Contacts Layout
Opportunity Layout
Contracts Layout

Data Management
Overview
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Signature
External E-mail Settings
Mass E-mail History
Outlook Integration
Importing
Flagged Errors

Documents
What is a Document?
Documents Tab Page
Viewing Documents
Custom Document Views
Retrieving Saved Documents
Document Hierarchy
Featured Documents
Managing Folders
Creating Folders
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Managing Documents
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Manage Documents

Email
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Signature
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MS Outlook Integration
Email to Case
Email to Lead
Viewing Messages
Viewing Folders
Creating a Folder
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Events
What is an Event?
Viewing Events
Creating Events
Creating a New Event
Inviting Others
Sending Notification
Editing & Deleting Events

Forecasts
What is a Forecast?
Forecasts Tab Page
Viewing Forecasts
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Featured Forecasts
Forecast Data Fields
Opportunity Data Fields
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Forecast Reports

Human Resource Management
Employee Management
Employees tab
Viewing an Employee Record
Employee Policy Violation Reports

Importing Data
Supported Data Types
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Instant Messages
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Leads
What is a Lead?
Leads Tab Page
Viewing Leads
Custom Lead Views
Manage Leads
Managing Leads
Creating a New Lead
Sending Notification
Edit a Lead
Clone a Lead
Delete a Lead
Converting a Lead
Generating Lead Reports
Lead Tools
Import Leads
Lead Web Capture Tool
Adding Document to a Lead
Adding Photo to a Lead
Adding a Note to a Lead
Adding a Task to a Lead

Logging In and Out

Microsoft Outlook Integration

Notes
What is a Note?
Viewing Notes
Creating Notes
Editing and Deleting Notes

Opportunities
What is an Opportunity?
Opportunities Tab Page
Viewing Opportunities
Custom Opportunity Views
Manage Opportunities
Managing Opportunities
Creating a New Opportunity
Saving an Opportunity
Edit an Opportunity
Delete an Opportunity
Opportunity Reports
Linking to an Account
Adding a Note
Adding a Task

Organization Mapping with Accounts Parent Account Field

Profiles
Creating and Editing Profiles
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Add/Edit screens
Disabling a Tab in the Related Records Section
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Standard Profiles

Public Knowledge Base
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Reports
Generating Reports
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Sales Commission Programs
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Sales Commission

Sales Contracts
Contracts tab
Contract Mangement

Skype Integration

Spell Checker

Stay-in-Touch Mass Email
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Tab Page Views
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Tasks
What is a Task?
Viewing Tasks
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The Sidebar
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Trash Can
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Violations tab
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Web based Project Management
What is Web based Project Management ?
Viewing Projects
Viewing Project Tasks
Viewing Project Resources
Viewing Project Expenditures
Featured Projects
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Creating a Project
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Project Tasks
Creating Project Tasks
Adding Project Tasks
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Project Resources
Creating Project Resources
Adding Project Resources
Removing Project Tasks
Project Expenditures
Creating Expenditures
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Tracking Project Progress


Web Capture Tool
Creating a Capture Tool
Generating HTML
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Web Capture Fields

Workflow
Overview
Big Deal Alert
At-Risk Deal Alert
Business Support Hours
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Working with Mass Data

ZIP Code Proxomoty Search

What is a Campaign? A Campaign is a marketing project to promote business for your company that is managed and tracked through salesboom.com This could be marketing conducted through the mail, email, radio advertisements, printed advertisements or some other marketing initiative.

Use the Campaigns tab page to create, update and manage your campaigns. You can link contacts, opportunities, leads, accounts, notes and tasks to each campaign. There are numerous sort and filter options available to help you locate key campaigns quickly. You can also generate and print reports.

Campaigns Tab Page Use Featured Campaigns to view your current campaigns. Make a selection from the Show drop down box to generate a summary of your campaigns using predefined search patterns.



Viewing Campaigns From the Show drop down box you can generate a campaign summary. Simply choose one of the options from the drop down box. A summary of all campaigns matching your selection will be displayed in a few seconds. To view a campaign in detail click the View link located to the left of the campaign.


Custom Campaign Views See: Creating Custom Views


Featured Campaigns The Featured Campaigns section displays a campaign summary. Use the Show drop down box to display campaigns that match a certain criteria. To view a listed campaign in detail, click the View link.

See Also: Sorting Reports and Views

Managing Campaigns

Click to View the Managing Campaigns Video Tutorial



Creating a Campaign There are two ways that you can add a new campaign. Use Quick Campaign if you want to quickly add a new campaign without entering a lot of information. Further details can be filled in at a later time. Use Detailed Addition if you want to create a new campaign with a detailed profile.

Quick Campaign
  • Choose the Campaigns tab located at the top of the page.
  • Scroll down to the Quick Campaign section.
  • Enter the information for the new campaign in the fields provided. Fields highlighted in red and marked with an asterisk are required fields. The other fields may be left blank if you wish.
  • Click the Save Campaign button to create the new campaign.
Detailed Addition
  • From the Campaigns tab page, click the Add Campaign button located in the upper right region of the page. This will bring you to the New Campaign form.
  • Fill in your campaign information using the Campaign Information, Address Information and Description Information sections of the form. Fields highlighted in red and marked with an asterisk are required fields. All other fields may be left blank if you wish.
  • Use the campaign Summary section to attach Tasks (Activities) and Notes to the campaign.
  • Save your campaign by clicking the Save or Save & New button.

    See Also:
    Edit, Delete or Print an Campaign
    Notes
    Tasks
See Also:
Editing, Deleting and Printing a Campaign
Saving a Campaign



Saving a Campaign When you have created a new campaign or have made changes to an existing campaign you will be able to save the campaign information using either of the following two methods:
  1. Click the Save & New button to save your new campaign. You will then be presented with a blank form on which you can create another new campaign.
  2. Click the Save button to save your new campaign. This will bring you to a summary page for your new campaign. From this page you can Edit, Delete and Print your campaign information.


Editing, Deleting and Printing a Campaign When campaigns are displayed on the Campaigns tab page or in a search or generated report, click the View link to view the campaign in detail. You can then Edit, Delete or Print the campaign.

Edit: Click the Edit button to change the information for the campaign. Be sure to fill in all required fields. These are highlighted in red and marked with an asterisk. To save your changes click the Save or Save & New button.

Delete: Click the Delete button. You will be prompted to verify that you want to delete the campaign. Click OK to delete the campaign. Click Cancel to cancel the deletion.

Print: Click the Printable button to view a print preview of the campaign information. Select the Print This Page link located at the top right corner of the preview to print the campaign information. If you do not want to print the campaign, simply close the window.

See Also: Saving a Campaign


Adding a Lead to a Campaign Leads are potential customers. Add leads to campaigns in order to keep track of the amount of interest that is generated from each campaign.
  • Go to the Campaigns tab page.
  • Use the Featured Campaigns summary to list the campaigns you are interested in.
  • Click the View to view the campaign in detail.
  • Scroll down to the Related Records section and click the Leads tab, if not already selected.
  • Click the Add Lead button. This will take you to the New Lead page.
  • Fill in the required information and click Save. The new lead is now linked to the campaign.


Adding an Opportunity to a Campaign Opportunities are pending sales. Add opportunities to campaigns in order to keep track of pending business generated from each campaign.
  • Go to the Campaigns tab page.
  • Use the Featured Campaigns summary to list the campaigns you are interested in.
  • Click the View link to view the campaign in detail.
  • Scroll down to the Related Records section and click the Opportunities tab, if not already selected.
  • Click the Add Opportunity button. This takes you to the New Opportunity page.
  • Fill in the required information and click Save. The new opportunity is now linked to the campaign.


Adding an Account to a Campaign Accounts are current or potential customers. Add accounts to campaigns in order to keep track of the amount of revenue generated by each campaign.
  • Go to the Campaigns tab page.
  • Use the Featured Campaigns summary to list the campaigns you are interested in.
  • To view a campaign, click the View link.
  • Scroll down to the Related Records section and click the Accounts tab, if not already selected.
  • Click the Add Account button. This takes you to the New Account page.
  • Fill in the required information and click Save. The new account is now linked to the campaign.


Adding a Contact to a Campaign
  • Go to the Campaigns tab page.
  • Use the Featured Campaigns summary to list the campaigns you are interested in.
  • To view a listed campaign, click the View link.
  • Scroll down to the Related Records section and click the Contacts tab.
  • Click the Add Contact button. This takes you to the New Contact page.
  • Fill in the required information and click Save. The new contact is now linked to the campaign.


Adding a Lead Web Capture Tool to a Campaign The web capture tool allows you to create an HTML form that can be filled out on your web site. When the user fills in and submits the form, a new lead is created in your salesboom.com organization containing the information entered by the user. This tool is invaluable for tracking potential customers. Leads that are captured using the Leads web capture tool are automatically added to the campaign.

See Also: Web Capture Tool

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