You can determine what marketing data you see by

  • customizing your columns to show specific data

  • using filters to zoom in on specific data sets

Customize columns

  1. Click the Marketing tab.

  2. Click the Customize icon.

  3. Make any desired changes.

    1. To add a new column, click Create New and enter a name for the column.

    2. To reorder the columns, click and hold the three line menu and drag the column to a different location.

Apply filters

  1. Click the Marketing tab.

  2. Use the dropdown to select whether you want to see marketing campaigns for Prospects or Leads.

  3. Further narrow down your data by using the status filter to see active, canceled, completed, or all campaigns.

Did this answer your question?