Conduct campaign business process component forms

Select target audience

Call list

Use this form to create or view call lists and call list targets.

Campaigns

Use this form to create, maintain, and register the progress of campaigns or to create a campaign call list.

E-mail category

Use this form to set up or view e-mail categories.

E-mail group members

Use this form to assign contact persons, employees, and completed sales units to an active e-mail group.

E-mail groups

Use this form to create or view e-mail groups.

Mailing file

Use this form to create a file for mail merging and address label production.

Mailing file query

Use this form to filter and sort records.

Mailings

Use this form to create or view mailing files or e-mail distribution groups.

Run campaign and manage vendors

Business relations

Use this form to send an e-mail note to a business relation.

Contact persons

Use this form to send an e-mail note to a contact person.

Documents

Use this form to attach a document to an e-mail note.

E-mail distribution

Use this form to view all e-mail groups or to perform a bulk e-mailing.

Employee

Use this form to send an e-mail note to an employee.

Process incoming leads

Leads

Use this form to create or view lead records.

Parameters

Use this form to set up default values for lead records.

Monitor and achieve campaign

Activities

Use this form to create activities for campaigns.

Call list

Use this form to change the status of a call list or call list targets.

Campaigns

Use this form to adjust campaign targets.

Parameters

Use this form to set up the employees responsible for campaigns or to change campaign target data.