Campaigns


Campaigns are a key component in tracking Leads through the sales process. Channeltivity makes it easy to add Campaigns so that Leads can be associated for reporting. To create new Campaigns: 

  1. Go to Settings > Lead Distribution > Campaigns.
  2. Check the box to make Campaigns visible to Partners.
  3. Click "Save."
  4. Click the "New" button to add a Campaign.
  5. Name the Campaign.
  6. Repeat until your Campaigns are added.

Campaigns 


Lead Sources


The Lead Source is designed to help you manage and track where your Leads have come from. To add/edit a Lead Source:

  1. Go to Settings > Lead Distribution > Lead Sources.
  2. Click the "New" button.
  3. Add your Lead Source Name.
  4. Click "Save."
  5. Hover over a Lead Source and click the "Actions" button that appears to the right to edit or delete an existing Lead Source.
  6. Click "Save" when finished.

 Lead Sources