Managing the Campaign Data 
Use the Campaign window to manage your marketing events information. You can perform the following tasks:
Viewing and Maintaining the Campaign Data
Generating Sales Opportunities and Leads from a Campaign
Note
To use the Campaign window, you require correct authorization for the window. System administrators can assign Full Authorization, Read Only authorization, and No Authorization of this window to users.
To assign authorization for the Target Group window to users, from the SAP Business One Main Menu, choose 
Administration 
System Initialization General
Authorizations 
. In the General Authorizations window, choose Administration Setup Business Partners Campaign
.
Procedure
Viewing and Maintaining the Data
You can create a campaign manually in the Campaign window. After you create and save a campaign using the campaign generation wizard, the application automatically allocates a campaign number to this campaign. It also creates a document storing the campaign data you specified in its Campaign window.
To access this window, from the SAP Business One Main Menu, choose Business Partners Campaign . By default, the window opens in Add mode.
The following tabs appear:
Business Partners
Use this tab to view and maintain business partners or prospects imported from an external list.
Items
Use this tab to view and maintain relevant items.
Partners
Use this tab to view and maintain partner companies involved in the campaign.
Attachment
Use this tab to attach relevant files to a campaign. You can attach as many files as needed.
Note
You must specify an Attachments folder before you attach any file. To define the folder, choose Administration System Initialization General Settings Path
.
User Task |
User Action and Result |
|---|---|
Deleting a Campaign |
Do one of the following:
You receive the message: Removing a campaign is irreversible. Do you want to continue? Choose Yes to remove the campaign. Choose No to cancel the operation. |
Duplicating a Campaign |
Do one of the following:
The application duplicates the Campaign Type and Target Group information of the current campaign to a new campaign. |
Canceling a Campaign |
Do one of the following:
You receive the message: Canceling a campaign is irreversible. Campaign status will be changed to “Canceled”. Do you want to continue? Choose Yes to continue setting the campaign status as Canceled. Choose No to cancel the operation. |
Generating Sales Opportunities and Leads from a Campaign
After you successfully execute a campaign, some of your prospects may show their interest in your products and company. You may want to generate sales opportunities and leads from the campaign as a record of the campaign result. To do so, proceed as follows:
In the Campaign window, find the campaign you want to work with. The Business Partners tab lets you view all the targeting prospects involved in this campaign.
Find the prospect with a sales opportunity. In the Sales Opportunity column, choose
(Choose) to open the List
of Sales Opportunities window. NoteIf the prospect for which you are going to generate a sales opportunity is not yet a business partner, the application automatically creates a business partner before you link or generate a sales opportunity for this prospect.
End of the note.In the List of Sales Opportunities window, do one of the following:
To choose one of the existing sales opportunities, double-click the row.
The sales opportunity is linked to the campaign.
To create a new sales opportunity and link it to this campaign, choose New.
The Sales Opportunity window appears. In the window, specify data as required and choose Add.
For more information about adding a sales opportunity, see Adding Sales Opportunities.