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

Associate Records from other Modules to a Campaign

The 'Campaigns Details' interface lets you associate records from various CRM modules (contacts, leads, opportunities, customer organizations) with a campaign record. Administrators can view and manage these records and can initiate campaign emails to the prospects.

 View and manage the contact records associated with a campaign record

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

• Click any campaign to open the campaign's detail page.

The right of the interface contains shortcuts to the records of other modules which are associated with the campaign:

You can use these links to create records in the other modules which will be linked to the campaign.

• Contacts – Select, view, add and edit existing contacts and associate with the campaign record

• Leads – View leads which are associated with the campaign. Associate new leads with a campaign.

• Opportunities – Add and edit new opportunities associated with the campaign. Associate a new opportunity with the record.

• Activities - Schedule a meetings, calls and To-dos on the organization record

• Organizations - Create a new organization or select from existing organization records and associate with the campaign record

The example below describes how to manage the 'Contact' records associated with a campaign.

• Open a campaign as described earlier then click 'Contacts' in the menu on the right

A list of contacts already associated with the campaign record will be shown with the details of each contact.

The interface allows you to:

• Associate new contact records to the campaign

• Manage selected contact record

Customer Relationship Management (CRM) also allows you to send emails to selected persons from any lead record. See Emails to know more details about sending emails.

Associate Contact Records to the Campaign

You can associate contacts to the campaign in three ways:

• Manually select contacts from records existing in CRM

• Add a new contact and associate with the campaign

• Bulk add contacts

Manually associate contact records

• Click 'Select Contacts'

The list of contact records available will be displayed.

• Select the contact(s) you want to associate with the campaign and click the 'Select' button (top left)

The contacts will be added to the list of associated records.

Add a new contact

• Click 'Add New Contact'.

The 'Quick Create Contact' dialog will appear.

• Complete the details of the new contact and click 'Save'.

The information in the 'Quick Create Contact' dialog is basic in nature and will be used to add the new contact to the contacts module of CRM. Use the 'full form' if you want to enter more details for the contact.

Bulk associate contacts

• Click the 'Select Load List' drop-down at the top center

The filters configured for the custom view of the Contacts Module interface will be shown as options. For more details on the custom views, see Custom Views.

• Choose a filter from the drop-down

All contact entries available in the custom view of the 'Contacts' module will be imported and associated to the campaign module.

Manage Associated Contacts

You can view full details of a contact, edit a contact or dissociate a contact from the associated contacts list.

• Mouse over a contact record to view the options at the far right end of the row

• Click the respective icon for the action you want to execute on the contact

	-	Opens the contact details interface of the respective contact record. See Contacts for more details.
	-	Allows you to edit the contact details. See Contacts for more details.
	-	Removes the contact record from the list of contacts associated with the campaign record.

In the similar manner you can associate, send emails and manage records from other modules like Leads, Opportunities and Customer Organizations to a campaign record.