How to Update the Status of a Campaign in CRM

Overview:

This article explains how to update the status of a Campaign in Xvantage for Associates (X4A) CRM. Updating the campaign status helps track the campaign's lifecycle and ensures accurate reporting and visibility for sales and marketing activities.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A and open it. Xvantage for Associates (X4A) opens in a new browser tab.

   • Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

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

6. Locate the campaign you want to share.

   • By default, the My Campaigns view is displayed unless you’ve changed it.

   • If necessary, select a different view from the view drop-down menu (for example, All Campaigns).

   • Use the Filter by keyword field or Edit filters to find a specific campaign.

7. Select the Campaign Name to open the campaign record.

8. In the Campaign Summary section, expand the details area if necessary.

9. Click the downward arrow next to the Campaign Owner.

10. In the Status Details section, select the appropriate status from the Status Reason drop-down menu:

    • Proposed

    • Ready to Launch

    • Launched

    • Completed

    • Canceled

    • Suspended

11. Click Save to apply the update.