Campaign Manager List Tab

The List tab of the Campaign Manager shows a list of all campaigns.

Check boxes at the top allow you to display only active campaigns, only inactive campaigns, or both. You can also use the features of the list to filter and sort the campaigns.

Drill down on a campaign name in the list to open a campaign tab for that campaign.

The List tab includes the following buttons:

1. New - this opens the Campaign Setup wizard at Step 1 - Add a Campaign
2. Edit - this opens the Campaign Setup wizard at Step 1 - Edit Campaign. You must select a campaign from the list before clicking on Edit.
3. Gift Range Chart - this opens the Campaign Setup wizard at Step 2 - Gift Range Chart. You must select a campaign from the list before clicking on Gift Range Chart.
4. Solicitor Teams - this opens the Campaign Setup wizard at Step 3 - Select Solicitors. You must select a campaign from the list before clicking on Solicitor Teams.
5. Add Prospects - this opens the Campaign Setup wizard at Step 4 - Add Prospects. You must select a campaign from the list before clicking on Add Prospects.
6. Campaign Details - this opens a sub tab for the selected campaign and shows the Campaign Overview Tab for that campaign.