Module guide
Marketing
Maintain campaigns and permitted audience information. Record campaign ownership and related leads. Outbound messages require approved recipients and properly configured communication settings; a campaign record alone does not send a message.
How this module fits your work
Maintain campaigns and permitted audience information. Record campaign ownership and related leads. Outbound messages require approved recipients and properly configured communication settings; a campaign record alone does not send a message.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Attribution
- UTM CampaignRecord page · Attribution
- UTM MediumRecord page · Attribution
Setup & Templates
- UTM SourceRecord page · Setup & Templates
Campaigns & market intelligence
- CampaignRecord page · Campaigns & market intelligence
- CompetitorRecord page · Campaigns & market intelligence
- Email CampaignRecord page · Campaigns & market intelligence
- Market SegmentRecord page · Campaigns & market intelligence
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.