Location: Contacts Tab > Campaigns
Campaigns allow your organization to create, and track the source of contacts (leads) inside of the CRM. Campaigns should be used instead of Custom Fields to track Lead Sources.
If the Campaigns page is missing from your Contacts tab view, please contact Support@debtpaypro.com for assistance.
Current existing campaigns are displayed in the campaigns view.
Edit Existing Campaign
Select the icon to the far right to edit or delete a current campaign.
|Modify a value to edit a current campaign or mark the campaign as active or inactive. Press "Save Campaign" to store modified values or select "Delete Campaign" to remove it from the CRM.||
|Select "Add New" to create a new Source Type
Selecting "Add New" prompts the user to enter a title for the new source.
Campaign Selection in In-Take Forms
Campaigns created from the Campaigns page automatically become available to select from in the 'Campaign' system field. The 'Campaign' field can be added to your In-Take forms, allowing you to keep track of your lead sources.
Debt Pay Pro includes a Report exclusively for Campaigns. See more on this topic in the Campaigns Report article located here. (Opens in New Window)