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Step     Action

 1.        Select {CRM} then select the Marketing Campaigns tab. 


 

 2.      The search criteria that can be used include:


FieldAction
Campaign NameEnter in the full or partial Campaign Name of the contact.
Customer Name
Enter in the full or partial Customer Name.
Due Date
Select a date from the Due Date field drop-down. The search will include all dates up to and including the target date.
Contact List Name
Enter in the full or partial Contact List Name.

 

 3.      Once Search criteria has been entered, select {Search}. To clear all search

          criteria, select {Clear}.