Tracking Campaigns

After you've created a campaign, the next job is to assign new leads to the campaign. You do this on the Deals tab. Just select the campaign from the "From Campaign" field in the deal, in the "Background" section.

Once you do this, you'll see the list of associated deals in the Campaign, underneath it in the "Leads" tab.

An important part of tracking the effectiveness of campaigns is not just in setting the "From Campaign" on the deal, but also in setting both the GAIM scores and the Potential Value of each deal. If a campaign yields a bunch of deals with lots of interest and that are worth thousands each, then you know that your campaign has been effective. This information will be used in campaign tracking reports.