SmartCampaigns - Viewing and Editing Marketing Campaigns

Overview

The page provides instructions for accessing and modifying marketing campaigns in SmartOffice CRM. Users can search for the campaign and then select a campaign and click any of the campaign's content links or tabs. After making changes, users should access the Menu and save their modifications.

Campaign Content Links

The system organizes campaign information through several content links:

Detail
Core campaign information
Handling Options
Campaign handling preferences
Media/Special Events
Media and event-related details
Documents
Associated documentation

Campaign Tabs

Campaigns may display interactive tabs connecting to other SmartOffice modules:

Leads
Opportunities
Events

These tabs facilitate interaction with other SmartOffice modules by linking campaign data to related business functions.

Key Functionality

The interface follows a standard workflow: locate a campaign through search functionality, select it from the resulting list, access specific content areas or tabs, modify as needed, and save changes through the menu system.

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