Step 1: Selecting Campaign Details
The first step to take is started by going to Marketing and then selecting Campaigns. From there you will go to filling out your marketing profile.
Step 2: Creating Marketing Campaign Profiles
Now you will create the specifics on the campaign profile. This is where you give your profile a name, specifiy the type of campaign such as an email marketing campaign, LinkedIn ads, Google Adwords, tradeshow, etc. You can also layout the expected revenues versus actual revenues and more!
Step 3: Track Campaign Progress with Custom Reports
Once you have all of the parameters set for your campaign, the profile you have built will allow you to create custom reports to track progress on your campaign. You can track the planning process, execution and final results.