Quick Campaigns

A Quick Campaign is a simplified version of a Campaign. Unlike Campaigns, which can contain many Activities, Quick Campaigns have one Activity. It is easy to create a Quick Campaign by using a wizard that you can launch from Advanced Find or directly from the Account, Contact, or Lead forms.

When discussing Quick Campaigns, we must consider two aspects: their creation and status. We review both in this section.

Note

It is counterintuitive, but Quick Campaigns cannot be created by selecting Quick Campaigns from the top navigation (only viewed/managed there). To create a Quick Campaign, complete the steps in the following sections.

Get Microsoft Dynamics CRM 2013 Unleashed now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.