Adding Campaign Types
From the left-side main menu, click the Customizations tab.
Go to Marketing & Sales section > click Campaign Types.
From the Campaign Types page > click +New button
Complete New Campaign Type form pop-up window.
Name
Description optional
Click Save button.
Adding Channel Types
From the left-side main menu, click the Customizations tab.
Go to Marketing & Sales section > click Campaign Types.
From the Channel Types page > click +New button
Complete New Channel Type form pop-up window.
Name
Description optional
Click Save button.
Note: Currently, we only support Email channel types at this time.
Adding Event Types
From the left-side main menu, click the Customizations tab.
Go to Marketing & Sales section > click Event Types.
From the Event Types page > click +New button
Complete New Event Type form pop-up window.
Name
Description optional
Click Save button.
Adding Lead Sources
From the left-side main menu, click the Customizations tab.
Go to Product section > click Lead Sources.
From the Lead Sources page > click +New button
Complete New Lead Source form pop-up window.
Name
Description optional
Position optional
Click Save button.
Adding Vendor Types
From the left-side main menu, click the Customizations tab.
Go to Vendor section > click Vendor Types.
From the Vendor Types page > click +New button
Complete New Vendor Type form pop-up window.
Name
Description optional
Click Save button.
Adding Vendors
From left side navigation menu, go to Vendors.
Click +New Vendor button
From drop-down selection menu, select the appropriate Vendor Type.
Complete New Vendor form pop-up window.
Name
Description
Contact
Phone Number
Email Address
Location
Street Line 1
Suite/Apartment/Box
City
State
Zip Code
Click Save button.
Adding Cost Types
From the left-side main menu, click the Customizations tab.
Go to Vendor section > click Cost Types.
From the Cost Types page > click +New button
Complete New Cost Type form pop-up window.
Type*
Name
Description optional
Click Save button.
*Type. Cost categories are represented by the Type field and include Campaign, Event, Training or Vendor options. These cost categories represent different costs grouped together who share the same characteristic(s) to their respective category. The most common cost examples are Advertising (Campaign), Advertising Compliance (Campaign) and Food & Beverage (Event).