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Campaigns

Marketing & Vendor Configuration

Adding Campaign Types

Section titled “Adding Campaign Types”

  1. From the left-side main menu, click the Customizations tab.

  2. Go to Marketing & Sales section > click Campaign Types.

  3. From the Campaign Types page > click +New button

  4. Complete New Campaign Type form pop-up window.

    1. Name
    2. Description optional

  5. Click Save button.

Adding Channel Types

Section titled “Adding Channel Types”

  1. From the left-side main menu, click the Customizations tab.

  2. Go to Marketing & Sales section > click Campaign Types.

  3. From the Channel Types page > click +New button

  4. Complete New Channel Type form pop-up window.

    1. Name
    2. Description optional

  5. Click Save button.

Adding Event Types

Section titled “Adding Event Types”

  1. From the left-side main menu, click the Customizations tab.

  2. Go to Marketing & Sales section > click Event Types.

  3. From the Event Types page > click +New button

  4. Complete New Event Type form pop-up window.

    1. Name
    2. Description optional

  5. Click Save button.

Adding Lead Sources

Section titled “Adding Lead Sources”

  1. From the left-side main menu, click the Customizations tab.

  2. Go to Product section > click Lead Sources.

  3. From the Lead Sources page > click +New button

  4. Complete New Lead Source form pop-up window.

    1. Name
    2. Description optional
    3. Position optional

  5. Click Save button.

Adding Vendor Types

Section titled “Adding Vendor Types”

  1. From the left-side main menu, click the Customizations tab.

  2. Go to Vendor section > click Vendor Types.

  3. From the Vendor Types page > click +New button

  4. Complete New Vendor Type form pop-up window.

    1. Name
    2. Description optional

  5. Click Save button.

Adding Vendors

Section titled “Adding Vendors”

  1. From left side navigation menu, go to Vendors.

  2. Click +New Vendor button

  3. From drop-down selection menu, select the appropriate Vendor Type.

  4. Complete New Vendor form pop-up window.

    1. Name

    2. Description

    3. Contact

    4. Phone Number

    5. Email Address

    6. Location

      1. Street Line 1
      2. Suite/Apartment/Box
      3. City
      4. State
      5. Zip Code

  5. Click Save button.

Adding Cost Types

Section titled “Adding Cost Types”

  1. From the left-side main menu, click the Customizations tab.

  2. Go to Vendor section > click Cost Types.

  3. From the Cost Types page > click +New button

  4. Complete New Cost Type form pop-up window.

    1. Type*
    2. Name
    3. Description optional

  5. Click Save button.

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