Realhub's Priority Campaigns feature allows office administrators to flag campaigns as priority to help manage and prioritise their workload.
A campaign's Priority status can be utilised on the customisable dashboard together with Overviews pages.
Marking a campaign as Priority for a yourself or a colleague
To assign a campaign to yourself or a colleague as a Priority Campaign, first navigate to the property and look for the Priority Settings button in the Tools module.
The Priority Settings side modal will open where you can add yourself as a user for the priority campaign. You can also (or instead) add other office admins in your office/brand group.
Each user added in this modal will have the campaign appear as a Priority Campaign on their main overview dashboard together with the filters in the Overviews (campaigns, orders, signboards, quotes) pages.
To add a user, use the User search field and then Add User. Repeat for as many users as required then Close Modal.
Now that the campaign has been marked as Priority for one or more office admins, it will be flagged on Realhub's Overviews pages.
- Viewing and managing your Priority Campaigns on the Dashboard
- Filtering for Priority Campaigns on Overviews pages
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