[5.0] View and Edit a Campaign

[5.0] View and Edit a Campaign

Campaigns help you eliminate confusion by organizing your team’s efforts around specific neighborhoods. 

Below are the steps to edit a campaign. Want to create a campaign? Read this article.


Info
Only Account Owners, DealTrace Manager, or DealTrace Admin role can create, edit, or assign campaigns. The DealTrace User role can view the campaigns assigned to them.

Mobile App 

1. Tap Navigation panel


2. Tap "Campaigns" panel


3. Select a campaign


4. Tap "Edit Details"


5. Adjust the campaign and tap "Next"


6. Tap "Save"


Desktop App

1. Click "Maps" page


2. Click "Campaign" panel


3. Select a campaign


4. Click "Edit Details"


5. Make edits and click "Confirm"