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Maximizer CRM 12
User’s Guide
Assign a Campaign to an Opportunity
To complete this procedure, you must have Read permission for
campaigns and Modify permission for opportunities.
You can associate existing automated campaigns with opportunities.
 Open the opportunity.
 If necessary, from the Key Fields for drop-down list, select a
Key Fields list that contains the Campaign field.
By default, the Campaign field is included in the <Default Key
Fields> list.
 Select the Campaign field, and click the ellipsis button to the
right of the field.
The Assign Campaign to Opportunity dialog box opens.
 Enter the search criteria for the campaign.
•
In the Campaign Name field, specify the name of the
campaign.
•
In the Products/Services and Categories fields, specify the
products, services and categories associated with the
campaign.
By default, the Products/Services and Categories values from
the opportunity are selected.
•
Under Start date range, specify the date range for the
campaign start date, or select Search all dates.
•
Under Find matching, select the status values of the
campaigns.
•
Select Opportunity’s Address Book entry is subscribed
to campaign to return only the campaigns to which the
Address Book entry associated with the opportunity is
subscribed.
 Click Search.
The automated campaigns matching the search criteria are
displayed.
 Select the campaign and click OK.