Using Templates in Campaigns

You can assign an existing template to a campaign. This can help users recording new leads to quickly build orders based on the campaign.

  1. Navigate to Menu > CRM & Sales > Campaigns.
  2. In the menu bar, click Edit.
  3. Click the Template field and select from the drop-down list, or click the selector button next to the field.
  4. Fill in the rest of the Campaign and click Save, then when prompted by the dialog box click Open to open the campaign.
  5. When users assign a campaign to an order, the line items from the template automatically fill in the line items for the new order.
  6. The transaction is now linked and tracked against the campaign.