import { SharePrint } from '@/components/SharePrint'

SmartCampaigns - Creating and Deleting Marketing Campaigns

Overview

This help documentation covers procedures for managing marketing campaigns in SmartOffice CRM, including creation and deletion workflows.

Creating a Campaign

The process begins by accessing the Marketing Campaigns section through either the side menu or the campaign list. Users must:

1. Navigate to "Sales & Marketing > Marketing Campaigns" or use the New button from the existing list
2. Complete the campaign Detail content link with essential information like name and dates
3. Save the initial entry
4. Enhance the campaign by adding details through additional content links and tabs
5. Save again to preserve any supplementary changes

A training class is available demonstrating this workflow.

Deleting a Campaign

Removal requires a straightforward three-step approach:

1. Locate the desired campaign using the search functionality
2. Select it from the displayed Marketing Campaign List
3. Choose "Delete 'Marketing Campaign' record" from the menu
4. Confirm the deletion when prompted

Related Resources

• Detail Content Link information
• Viewing and Editing Marketing Campaigns documentation
• Campaign Search procedures
• Navigation through side menu guidance

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