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

Track Campaigns

The 'Campaign Details' interface of a record allows you to view and update details such as cost, sales, ROI and more. It also allows you to schedule activities like events, meetings, phone calls etc., to the campaign record. The activities will be reflected in the calendar of the administrators and the staff member assigned to coordinate the campaign.

You can associate records like contacts, leads, opportunities and organizations from other modules and initiate sending automated emails to them, as a part of campaign activities.

View campaign details

• Click 'All' > 'Campaigns' (under 'Marketing and Sales')

• Click on a campaign name to view it's current details.

Edit a campaign

• Click 'All' > 'Campaigns' (under 'Marketing and Sales')
  

• Click the 'Edit' button

OR

• Click 'All' > 'Campaigns' (under 'Marketing and Sales')
  

• Place your mouse cursor over the name of a campaign to reveal the action buttons on the right of the row.

• Click the 'pencil' icon to open the campaign edit interface:
  

 

• See this table for descriptions of the fields in the 'Campaign Details' interface

• Administrators can edit a campaign to update it with the latest campaign progress

 

Activities

Activities consist of 'Events' (meetings, calls, webinars etc) and 'To Dos' (product delivery, purchase etc). Administrators can add 'Activities' to a campaign and these will be added to the CRM calendar. Activities can be viewed by administrators and the staff members to whom the campaign is assigned. Assigned staff and administrators can add an 'Event' or 'To Do' as an activity of a campaign record.

Create an Event/To Do:

• Click 'All' > 'Campaigns' (under 'Marketing and Sales')
  

• Choose a campaign
  

• Click 'Activities' from the menu on the right 

• Click 'Add Event' or 'To Do' in the activities interface.
  

The event / to-do dialog will open:

• Complete your event details and click 'Save'.

Please note that the 'Activity Type' option is only available for quick events.

The information in the quick event dialog is basic in nature and will be used to populate the calendar entry. Use the 'full form' if you want to create a detailed event with more information (priority, visibility etc).

• To create a detailed event, click the 'Go to full form' button in the quick event dialog:

• Enter the required details and click 'Save'.

See the section Manage Calendar List for more details on the 'Event/To Do' full form.