Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

Instead, activities are created only for the accounts, contacts, or leads that were included in the marketing list or listswhen you selected them.Work with Campaigns and Campaign TemplatesUse this list to work with campaigns and campaign templates.Can I do this task?This task requires permissions that are found in all default marketing security roles. More information aboutspecific permissions and performing this task while offline: Marketing PermissionsThe only difference between campaigns and campaign templates is in how you save the record. You can add planningtasks, campaign activities, marketing lists, sales literature, and products to both campaigns and campaign templates.Use a campaign to plan and track each of your marketing campaigns. Use campaign templates to create reusablegroups of planning tasks and campaign activities for similar or recurring marketing campaigns.Because campaigns serve as containers for the various items you can include in them, there is no need to close acampaign once all of the planning tasks and campaign activities have been completed.Create or edit a campaignCan I do this task?This task requires permissions that are found in all default marketing security roles. More informationabout specific permissions and performing this task while offline: Marketing Permissions1. In the Navigation Pane, click Marketing, and then click Campaigns.2. On the Actions toolbar, click New.3. On the General tab, you must enter information in the following boxes:NameStatus ReasonTo save the new campaign, you must select a status reason.Enter any other information that you have for this campaign. At a minimum, select a price list,which helps you determine the cost of your campaign compared to the revenue generated by thecampaign.Microsoft Dynamics CRM automatically generates a campaign code when you save the newcampaign. Because this code is automatically generated, it cannot be changed after you save thecampaign.4. On the Financials tab, enter any information that you have available in the following sections:Budget AllocatedEstimated RevenueMiscellaneous CostsYou must enter numbers between 0.00 and 1,000,000,000.00.You can use commas and a decimal point, but you cannot use a currency symbol, such as the dollar($), euro (€), or yen (¥).Microsoft Dynamics CRM 4.0 User’s Guide 321