View source for Creating Campaigns for Incoming Leads

'''[http://www.smartsimple.com/DotOrg/flash/Creating_Campaigns_for_Incoming_Leads_viewlet_swf.html View It Here]'''

You define the sources of the different types of leads anticipated, by using the campaign feature. 
* If you plan to get leads directly from your web site, you can create a campaign [[Sign-Up Pages|sign up page]] and connect this page to your website.
* You can also upload calling lists as leads into specific campaigns for follow-up.
* This feature is only available if you are in a [[Role|role]] with manager permission for [[Sales Tracking]].

1. Click on the '''Campaign''' tab.

The campaign page is displayed.

[[Image:Camp.png]]
 
Currently there are no campaigns defined.

2. Click the '''New Campaign''' tab.

[[Image:Camp1.png]]
 
The New Campaign window is displayed.

[[Image:Camp2.png]]
 
The following fields must be defined:

* '''Name''' - A name for the campaign.  For example, Website leads, Trade show leads, Partner leads, etc.
* '''Default Lead Owner''' - Controls who will “own” leads associated with this campaign.  The default value is that all leads are available to everyone with access to [[Sales Tracking]].  See below for further details.
* '''Campaign Start and End date''' - Narrative dates indicating the start and end of the campaign – if applicable.
* '''Description''' - Narrative description of the campaign.
* '''Company & Contact Conversion Fields - Company''' - The position on the [[External|external]] [[Organisation Hierarchy|company hierarchy]] where a company should be placed when converted from a lead.
* '''Company & Contact Conversion Fields - Contact Role''' - The [[Role|role]] that should be assigned to contact when they are converted from lead to contacts.

3. Set these values as shown below:

[[Image:Camp3.png]]
 
In this example:
* The Campaign will run for one year.
* All leads will be available to everyone with access to [[Sales Tracking|sales tracking]] on a first come, first serve basis.
* Converted lead company will be stored in the root of the [[External|external]] company list.
* Converted lead contacts will get the [[Role|role]] “prospect”.

4. Click the '''Save''' button.


'''Deleting Leads:'''

1. Choose the Campaign where the leads are stored.

2. Select the leads that you want deleted.

3. Hit '''Delete''' button.




[[Category:System Management]][[Category:View It]][[Category:Sales Tracking]]