CRM Campaign Manager (CRMCAMMAN)

The CRM Campaign Manager view maintains the Campaign Managers that are applied to campaigns created in the CRM Campaign view.

• The relationship built between the CRM Campaign and CRM Campaign Manager view is automatically carried forward.

• For example, the CRM Campaign code is assigned to a Customer/Prospect in the Account Campaign view or to a Lead in the Lead Campaign view.

• The Campaign Manager that is associated with the CRM Campaign code automatically displays in the Account Campaign and Lead Campaign views.

You can edit the CRM Campaign Manager information in either the Search Criteria/Grid page, in the grid section, or on the Details page.

The following fields are available on the CRM Campaign Manager and are based on the order in which they appear in the grid on the search page:

• Company - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all CRM Campaign Manager records. This field cannot be edited.

• CRM Campaign Manager - displays a short description for the Campaign Manager. This field cannot be edited.

• Description - the Description can be a maximum of 127 alpha numeric characters in length. You can edit this field as required.

• Office Phone - displays the office telephone number associated with the CRM Campaign Manager. You can edit this field as required.

• Cellular Phone - displays the cell phone associated with the CRM Campaign Manager. You can edit this field as required.

• Email Address - displays the Email Address associated with the CRM Campaign Manager. You can edit this field as required.

For information on the functionality of each button on the CRM Campaign Manager Search Criteria Results/Grid page, click here.