Overview:
This article provides the step-by-step process on how to deactivate a campaign in CRM.
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.
Select the campaign by ticking the checkbox beside the campaign name.
Click the Deactivate button that appears in the command bar.
When the confirmation pop-up appears, click Deactivate to confirm.
The campaign will automatically be moved to the Inactive Campaigns section.