How to Manage Campaign Management?

 

In this video, you will learn how to create and manage a campaign in your CRM and connect it with your leads. Every company runs different marketing campaigns to bring in new business. When you invest in a campaign, you expect results  like how many leads it brings and how much revenue it generates.

AntMyERP helps you track all of this in one place.

To Start with, Go to the Campaign section in your CRM, there you will see a list of all existing campaigns.

Click the plus (+) button on the right to create a new one.

Fill in details like: Campaign name Start and end dates Owner (employee name) Expected revenue Campaign type and status Budget cost (for example it is 80000) Expected number of leads Once you save, your campaign is created.

Next, you can connect this campaign to a lead. Go to the Lead section and click the plus (+) icon to create a new lead. You will find an option to select a campaign name. Make sure campaign management is turned ON, so the campaign appears in the list. When you link a lead to a campaign, you can easily see how many leads came from that campaign and how much revenue they generated. You can also view this data in Campaign Reports, helping you understand which campaigns perform best and where to invest more in the future.

AntMyERP makes campaign tracking so simple from creation to final revenue insights.