Campaign Execution & Completion

Once complete the campaign set and approval process. Perform the activities and close the activities and then campaign

Details

Follow the below steps to close the campaign activity and campaign.

• Navigate to -> Menu Category.
• Select Marketing menu category.
• Navigate to -> Campaign record, to know how please follow Campaign Setup sub process.
• Add Activity to campaign record, to know how please follow Activities sub process.
• Click on -> Submit button on campaign record.
• Click on -> Approved button.(The authorized user with approval access can only approved the campaign)
• After Approval of campaign approved budget get mapped on campaign record.

 

To create Bill, follow the given below steps 

• To create Bill on campaign activity, Navigate to -> Bill tab click on -> Create button.
• Add Vendor, Bill date, Due date and Payment option the Save record.

 

• Navigate to -> Bill Line tab click on -> Create button
• Add Name, Per unit price and Quantity then save and close record
• Navigate to -> Payment tab, Click on -> Create button on Bill payment
• Add Payment record and Save and Close record

 

• Click on -> In-Progress button.
• Click on -> Complete button
• Campaign will get marked as Completed