Campaigns

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A campaign is a set of marketing activities designed to generate leads, guide them through the sales funnel, and convert them into customers.

1C:Drive stores all campaigns in the Campaigns list. To open it:

1. Go to CRM.
2. Under CRM, click Campaigns.

In this list, you can:

• View campaign details
• Create campaigns

Viewing campaign details

To view campaign details:

1. Go to CRM.
2. Under CRM, click Campaigns.

The Campaigns list is displayed, showing campaign details:

• Description. A campaign name.
• Code. A campaign ID.

To quickly find certain campaigns:

• Sort the list by any column by clicking a column header. To change the sorting order, click the header again.
• In the Search field, enter a campaign name.

To view details of a specific campaign:

• Double-click a campaign line.

Creating campaigns

To create a campaign:

1. Go to CRM.
2. Under CRM, click Campaigns.
3. Click Create.
4. Specify general details:
   • In the Description field, specify the campaign name.
   • In the Start field, select the campaign start date.
   • In the End field, select the campaign end date.
   • In the Code field, enter the campaign ID for quick identification in 1C:Drive.
     You can leave this field blank. The code is automatically generated as you click Save and close.
5. Specify an activity:
   • Click Add.
   • In the Activity column, specify the activity name.
   • In the Highlight color column, click and set the activity color to highlight leads in the Leads catalog. So, you can quickly understand what activities to perform to win them.
   • To add another activity, repeat these steps.
   Activities define the columns in the Kanban view of the Leads catalog.
6. Click Save and close.

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