CRM · Guide 264 of 624
Campaigns
Campaigns in RockifyERP group marketing activity, such as a product launch or a trade fair, so you can measure the results.
How to do it in RockifyERP
- Search for Campaign and click + Add.
- Name it and add a description and dates.
- Link leads and opportunities to the campaign.
- Compare leads, opportunities and sales per campaign.
Tip: Create a campaign before an event so staff can tag leads on the day.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.