Wednesday, November 7, 2018

Steps to create a Saved Search that shows all Sales Campaign only

To be able to create a Campaign Saved Search filtered to show only Sales Campaigns, below are the steps:
1. As Administrator enable the Sales Campaigns feature under Setup > Company > Enable Features > CRM tab.
2. Create a Campaign Saved Search by going to Lists > Search > Saved Searches > New.
3. Search Type=Campaign.
4. In the Criteria tab, include Is Sales Campaign.
5. In the pop up window, tick Yes then click Set.
6. Save and Run the Saved Search.

Note: The filter Is Sales Campaign is only available once the Sales Campaign feature is turned on.

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