Campaign Destkop - activities

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Campaign Destkop - activities

This panel will display the activities that you are responsible for. Use the [Refresh] button to update this list as required. The grid will show the primary activity for the campaign and what needs to be completed.

cmp_desktop_activity

 

If this activity requires that you load the prospects, then the [Load prospects...] button will be enabled, and you, the user, will be taken to a screen similar to the prospects tab within the campaign header.

 

If this activity requires that an email be sent out or a mail letter sent, then the [Create mail-out] button will be enabled, taking them to the CRM mail-out function.

 

Once the user has completed the tasks on this activity, they can use the [Complete Activity] button to close the activity and force the following activity to be opened and assigned as required