A Campaign is a full-scale implementation of a sales strategy to promote a product or service.

This is done in a market segment of a particular geographical area to achieve specified objectives.

To access Campaign, go to:

Home > CRM > Campaign > Campaign


1. How to Create a Campaign

  1. Go to the Campaign list, click on new.
  2. Enter a name for the campaign.
  3. Enter a description to describe what the campaign is about.
  4. Save.

2. Features

2.1 Tag Campaign in Lead, Opportunity, and Quotation

When a marketing campaign generates a lead or an opportunity, you can tag the campaign while creating the Lead or Opportunity. You can also tag the campaign in Quotation.

This helps in assessing the effectiveness of a marketing campaign by calculating the return on investment.

Campaign in Lead

2.2 View Leads Generated by a Campaign

  1. Click on 'View Leads' button in the campaign.

    Campaign - View Leads

  2. You will see a filtered list of leads made against the campaign.

  3. You can also create new leads against the campaign by clicking on 'New'

    Campaign - New Lead

2.3 Set up email schedules for Email Campaigns

If you want to carry out a campaign using emails for your leads or contacts, Email Campaign serves the purpose.

You will have to set up a schedule for the campaign. Click on 'Add Row' to add an entry to the campaign schedule.

Campaign Schedule

  • In Email Template, select an 'Email Template' which you would like to send via email to the lead or contact. You can create one as follows:

Campaign - Email Template

  • In Send After (days)*, specify the number of days after which the respective email should be sent. Using this field, the day on which email is to be sent is calculated relative to the *Start Date* of *Email Campaign.

2.4 Dashboard

The Campaign dashboard shows you all the Email Campaigns and Social Media Post linked to the Campaign. You can also create a new Email Campaign and Social Media Post from here.

Campaign Dashboard

  1. Lead
  2. Opportunity
  3. Quotation
  4. Email Campaign

Next: Email Campaign