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Activities and notes

Updated

You can manually create notes about a campaign in a campaign's Activity area. You can also view automatically created notes related to significant campaign events.

View activities

Each campaign includes a collection of activities. Activities are automatically generated notes that document significant campaign events.

  1. Log in to the applicable reseller account.
  2. Click the Campaigns tab, then click a campaign in the Campaign List.
  3. On the Overview page, click Activity.

Add a note

Notes enable users, like advertising consultants, to write comments about clients, opportunities, and campaigns. Add them to your Activity list.

  1. Log in to the applicable account.
  2. Click the Campaigns tab, then click a campaign in the Campaign List.
  3. Next, click the Activity and click Add Note.

  4. Optional: If you want a note to be private–that is, only available to yourself–check Private in the New Note box.
  5. Type a note relevant to the campaign and click Save.

Notes immediately post to your Activity list. You can edit or delete them once they post.

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