Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Mass Management of Campaigns

Customer Relationship Management (CRM) allows you to edit the details of several campaign records at once. This is useful when you are updating or altering details that are common for a selected set of campaign records. For example, you may have created several campaigns to run concurrently for the same product but with different audiences, different close dates and different expected/actual costs.

The interface allows you to:

• Edit campaign records

• Delete campaign records

You can also remove several campaign records at once from the 'Campaigns List' interface.

Edit common details of several campaigns

• Click 'All' > 'Campaigns' (under 'Marketing and Sales') to open the 'Campaign List' interface

• Select the campaigns to be edited

• Click 'Actions' and choose 'Edit'

The 'Mass Editing Campaigns' pop-up will appear:

It contains three tabs:

• Campaign Details

• Expectation & Actuals

• Description Details

Campaign Details

The 'Campaign Details'  tab allows you to enter new values for campaign name, campaign status, assignee and more.

• Enter the new values for the parameters. See this table for descriptions of the fields in the 'Campaign Details' tab

• Click 'Save'.
  

Expectations & Actuals

The 'Expectations & Actuals' tab allows you to dynamically update expected and actual budget and actual costs incurred, revenue, sales and more.

• Enter the new values for the parameters. See this table for descriptions of the fields in the 'Expectations and Actuals' tab

• Click 'Save'.

Description Details

The 'Description Details' tab allows you to enter a common description for the selected campaign records.

• Enter the new description and click 'Save'

Delete Campaign Records

The records for the campaigns that are completed/discontinued or the records that are not required anymore, can be removed from CRM.

• Click 'All' > 'Campaigns' (under 'Marketing and Sales') to open the 'Campaign List' interface

• Select the campaign(s) to be edited

• Click 'Actions' and choose 'Delete'

• Click 'Yes' in the confirmation dialog to remove the record(s).