A campaign is a series of independent activities across multiple accounts, contacts and leads that are linked in CRM, often as part of a marketing effort. An example of a campaign is a new product launch, which could contain activities such as emails, phone calls and meetings relating to the launch.
When you add an activity (business note, task, phone log or meeting), you have the option of assigning it to a campaign.
View a list of all campaigns
Click the Phocas menu button > Campaign.
The Campaigns screen displays a list of all the campaigns you have permission to view. You can view, edit and delete individual campaigns from here.
Find a campaign
On the Campaigns screen, you can find a particular campaign using the filter and search options above the grid or by sorting the list.
Use the Owner filter to display only your campaigns or campaigns that belong to another user (that you have permissions to view).
Use the Team filter to display campaigns allocated to a specific team to which you belong.
Use the Search box to search for a specific campaign by name. This performs an is like search on the name column.
Click a column heading to sort data into ascending or descending order.
Filters remain active until you turn them off, so if you apply a filter and move away from the screen and then return, the filter will remain. To clear any filter you have applied, select All from the dropdown list.