This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Sales Permissions
You can view a list of campaigns Marketing programs that use many communication vehicles to accomplish specific results. For example, using advertisements and direct mail to increase market share, introduce new products, or retain customers. for a customer The account or contact with which a business unit conducts a business transaction. from within the Customer Record form. When a customer record is added to a marketing list A list of accounts, contacts, or leads that matches a specific set of criteria. and that marketing list is added to a campaign, the customer record is updated to reflect this association.
In the Navigation Pane, click Sales, and then click Leads, Accounts, or Contacts, depending on which type of record you want to view associated campaigns for.
In the list, open the record that you want to view.
Under Marketing, click Campaigns to see the list of campaigns the customer is included in.
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