Viewing and managing your Priority Campaigns on the Dashboard

Modified on Mon, 15 Apr, 2024 at 11:51 AM

If campaigns have been assigned to you as a priority campaign, they can be easily tracked on both the main overview dashboard as well as the Overviews (Campaigns, Quotes, Orders and Signboards) pages.



Your priority campaigns on the main Overview Dashboard


The campaigns, quotes and orders modules on the customisable dashboard will flag campaigns assigned to you as Priority, indicated with a blue star icon to make them easy to find:




When customising your dashboard, you can also use the Priority Status filter to only show priority campaigns that have been assigned to you.


TIP! You can add the campaigns module with a priority status set, then again set to All campaigns, to easily see both your Priority campaigns + all campaigns for your office. 


You can read more about Customising your Dashboards here.


Some Overviews pages can also be used to manage your own priority campaigns together with other office admins within your team. Read more about Filtering for Priority Campaigns on Overviews pages.





























asdf


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article