Overview:
The Campaigns in CRM is designed to help sales and marketing teams plan, manage, and track targeted marketing efforts efficiently. Campaigns can include specific goals, marketing lists, activities, leads, and performance tracking. Users can create and customize campaigns, monitor their execution, and collaborate across teams using built-in tools like templates, notes, attachments, and sharing options.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM sidebar menu, navigate to Sales and select Campaigns.
By default, you will land on My Campaigns view.
If you need to switch views, simply click the drop-down menu and choose from other listed views.
Locate the campaign by using using either the Filter by keyword bar or you may also use the filter by on each category.
Click the campaign name (hyperlink) to open its details.
Click the Activities tab.
Click New Activity.
Choose from the following activity:
Appointment
Referral
Email
Task
Phone Call
Customer Survey Instance
Input the required details from your activity.
Click Save & Close to create the activity.
The new campaign activity will now appear in the Activities section.