Campaigns

What it does

Campaigns let you track marketing initiatives and attribute deals to the campaign that generated them. This helps you measure ROI and understand which marketing channels are driving revenue.

Key actions

• Create campaigns with budget, dates, and channel
• Link deals and leads to campaigns
• View campaign performance metrics
• Track campaign-attributed revenue

Getting started

Go to CRM > Campaigns. Create a campaign for each marketing initiative. When you add leads or deals, link them to the campaign that generated them.