View, edit and create campaigns in CRM

2:07 min

Learn how to view, edit, and create campaigns in Phocas CRM. You can monitor progress by tracking activities and updating campaign details, while also using filters and search options to find specific campaigns. By managing campaigns, you can stay organized and focused on your seasonal promotions or product launches.

Supporting documentation

CRM campaigns

Phocas product

CRM

Category

Manage customers

Tags

Crm Activity

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