Using the Campaign Detail View

Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.

How Do I?

Open the Campaign Detail view

• On the Navigation Bar, click Campaigns to open the Campaign List view. If necessary, use the Lookup to locate a campaign, and then click on the campaign name.

Use the Lookup to search for records

View a group

Switch to the List view

• On the toolbar click the List View button.

Use common tasks

On the Task Pane, under Common Tasks, you can:

• E-mail
• Mail Merge
• Add Note
• New Meeting
• New Phone Call
• New To-Do

information boxes

The campaign information boxes contain the primary information about the campaign. Users with appropriate permissions can edit these boxes. You can also launch a campaign to the campaign targets.

detail view tabs

Each tab shows specific information you can use for campaign related activities. Click a link to see more information about each tab.

user defined section

You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.

Related Topics

Adding a Campaign

Deleting a Campaign