Creating a new Lead Campaign record

In the Lead Campaign view, you can create a record from the Search Criteria/Grid page or from the Details page. If your user ID has the correct permissions to create a new record, a Create button displays on both of these views in iTopia.

  • Note: The ability to create new records is controlled by the permissions assigned to the resource within the role. Specifically, the Lead Campaign resource assigned to your role must include the 'Create' operation.

Creating a new Lead Campaign record:

  1. From either the Search Criteria/Grid page or the Details page, click on Create.

  2. The Lead Campaign/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup a Company Number in the Company field. Enter the number of the current company in which you are working. This is a mandatory field.

    • Enter or select from the lookup Lead Key in the Lead Key field.

    • Enter or select from the lookup a Campaign for the current Company/Lead Key combination entered.

  3. When all of the information is entered, click Continue to continue creating the new record.

    Note: If you enter an existing Company/Lead Key/Campaign combination and click Continue, the details page for that combination opens in edit mode.

  4. The Lead Campaign-Detail page opens for the new record. All of the fields are display only fields and cannot be edited or updated.

  5. When all of the information is entered, click Submit or Save.

    • When you click Save, all of your changes are saved and you remain on the Lead Campaign-Details page. Once you click Save, and the record is successfully created, the Submit button also displays on the Details page. If you click Submit, the changes are saved and you are returned to the Create page where you can enter another new Lead Campaign record. Note: If you have selected a Lead Key that has been flagged for deletion the message “Lead coded for Deletion. New entries are not allowed!”. The record will not be updated.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Save or Submit action buttons will be discarded.

  6. Repeat these steps until all of the Lead Campaign records are set up.

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