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How do you work with marketing? |
  
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How do you work with marketing? |
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The following table shows the menu structure for the Marketing tab:
Group |
Command |
Action |
Campaigns |
New campaign |
Add a new campaign. |
All campaigns |
List all companies stored in the system. |
|
Events |
New event |
Add a new event. |
All events |
List all events stored in the system. |
|
Leads |
New lead |
Add a new lead. |
All leads |
List all leads stored in the system. |
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My leads |
List only those leads linked to your login name. |
|
Webforms |
New webform |
Add a new webform. |
All webforms |
List all webforms stored in the system. |
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All submitted forms |
List all submitted webforms stored in the system. |
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Campaign Activities |
Tags |
A way to classify records in an ad hoc way. |
Add note |
A simple text field that can be added to any entity in the database. |
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Add project |
Add a new project. |
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Schedule |
Schedule call |
Schedule a call to a contact or company. |
Schedule meeting |
Schedule a meeting to a contact or company. |
|
Add task |
Add a task for a contact or company. |
This section covers the following areas:
| • | campaigns |
| • | events |
| • | leads |
| • | webforms |
| • | campaign activities |
| • | schedule. |
Campaigns
| • | How do you create or edit a campaign? |
| • | How do you view launched campaigns? |
Events
| • | How do you add a new event? |
| • | How do you view all events? |
Leads
| • | How do you create or edit a lead? |
| • | How do you view already created leads? |
| • | How do you view leads associated with your account (ie 'My leads')? |
Webforms
| • | How do you create a new webform? |
| • | How do you view already created webforms? |
| • | How do you view submitted webforms? |
Campaign activities
| • | How do you apply a tag to a marketing activity? |
| • | How do you add a note to a marketing activity? |
| • | How do you add a project to a marketing activity? |
Schedule
| • | How do you schedule a call? |
| • | How do you schedule a meeting? |
| • | How do you schedule a task? |