Field name

Description

Req./Opt.

User action and values

Object Type

Type of marketing activity

Required

The system displays Campaign

Campaign

Unique number that identifies a campaign

Required

Enter a unique number

Ext.

Identifies the campaign as having been created in CRM Online

Optional

The system selects the field when it is appropriate

Description

Name of the campaign

Required

Enter a description

Objective

Overall goal of the campaign

Optional

Select an entry from the dropdown list

Camp Type Grp

Group to which this type of campaign belongs

Optional

Select an entry from the dropdown list

Type

Classification to distinguish between different types of campaigns within a campaign type group

Optional

Select an entry from the dropdown list. The options available depend on the campaign type group that you selected.

Status

Status of the campaign

Required

Campaigns created in Mobile Sales also have the status released, because they are available on the mobile client.

Person Resp.

Sales person responsible for the campaign

Required

The system displays your name by default. To select a different name, choose the icon at the right-hand end of the field to display the Employee Search window, where you can search for the required employee.

Priority

Main focus of the campaign

Optional

Select an entry from the dropdown list

Channel

Medium by which customers are to be contacted

Optional

Select an entry from the dropdown list

Auth. Group

Group of employees that is authorized to change the details of the campaign

Optional

If authorization rules have been defined during customizing, you can select an authorization group from the dropdown list

Parent

Name of the immediately superordinate campaign, if any

Optional

If the campaign is part of a campaign hierarchy, the system enters the appropriate parent campaign by default

No Deletion Allowed

Notification that the campaign cannot be deleted

Optional

The system selects this field when it is appropriate. You cannot change this field.

No Child Allowed

Notification that you cannot link a child campaign to the campaign

Optional

The system selects this field when it is appropriate. You cannot change this field.

Sales Org.

Sales organization for the sales area

Optional

Choose the icon at the right of the Sales Org. field to assign the sales organization for the sales area

Distr. Channel

Distribution channel that corresponds to the sales area

Optional

Choose the icon at the right of the Distr. Channel field to assign the distribution channel for the sales area

Division

Division for the sales area

Optional

Choose the icon at the right of the Division field to assign the division for the sales area

Progress

Progress of the campaign expressed as a percentage

Optional

Enter a number less than 100

Duration

Time frame for the campaign

Optional

Select an entry from the dropdown list

Planned Start

Planned start date for the campaign

Optional

Choose the calendar icon to select a date

To

Planned end date for the campaign

Optional

Choose the calendar icon to select a date that is after the planned start date

Actual Start

Date on which the campaign actually starts

Optional

Choose the calendar icon to select a date

To

Date on which the campaign actually ends

Optional

Choose the calendar icon to select a date that is after the actual start date