How to Add Campaign Activities in CRM

Overview:

This article provides the steps on how to add campaign activity to a campaign record in CRM.

Process:

1. Go to My Apps and open Okta. 

2. In Okta, search for Xvantage for Associates(X4A) and open it. 

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar menu, navigate to Sales and select Campaigns.

6. By default, you will land on My Campaigns view.

7. If you need to switch views, simply click the drop-down menu and choose from other listed views.

8. Locate the campaign by using using either the Filter by keyword bar or you may also use the filter by on each category.

9. Click the campaign name (hyperlink) to open its details.

10. Click the Related tab.

11. Select Campaign Activities.

12. The Campaign Activity Associated View will be displayed.

13. Click New Campaign Activity.

14. Enter the required details:

    • Subject

    • Type (select from the drop-down menu)

15. Click Save & Close to create the activity.

16. The new campaign activity will now appear in Campaign Activity Associated View.