Viewing Campaign Status

Viewing Campaign Status is useful when you want to know if a borrower or contact is in a campaign and the status of the campaign. You can also remove the person from a campaign.

To view campaign status:

1.  Go to the borrower or contact record.

2.  Select View / Campaign Status from the upper menu. You can also right mouse click and select View Campaigns.

3.  If there is more than one campaign listed, click on the campaign to change the status information.