About the Campaign Management Forms

This topic provides links to the subsections that contain field-by-field information on every form used in Campaign Management. This topic is intended for use as a reference for the various fields on any campaign management form.

The forms are documented in alphabetical order. Within each form, tabs are also addressed in alphabetical order.

Note that the fields marked as required in this topic are required at the entity level. In some cases, a required field may already have a default value so a user does not need to specify a value for these fields before saving the record. To review the list of fields required at the entity level, open the appropriate Service Properties dialog (by right-clicking the service in the Folder List and selecting Properties) and click the Fields tab.

This topic contains the following sub-topics:

• About the Activity Forecast Form
• About the Campaign Cost Types Form
• About the Campaign Costs Form
• About the Campaign Documents Form
• About the Campaign Document Status Types Form
• About the Campaign Document Types Form
• About the Campaign Import File Types Form
• About the Campaign Import Run Details Form
• About the Campaign Import Run Mapping Form
• About the Campaign Import Runs Form
• About the Campaign List Detail Form
• About the Campaign Product Categories Form
• About the Campaign Products Form
• About the Campaign Prospect Status Types Form
• About the Campaign Segments Form
• About the Campaigns Form
• About the Campaign Status Types Form
• About the Campaign Types Form
• About the GL Accounts Form for Campaigns

The following services appear in the Campaign Management application but are described in other topics. Refer to the locations specified below for information on the following services:

• Contact Log Form: See About the Contact Log Form.
• Task Types Form: See About the Task Types Form.
• Tasks Form: See About the Tasks Form.