Create A Campaign To Coordinate Teams
After a storm, it’s easy for sales, marketing, and canvassing teams to step on each other’s toes — or miss key opportunities altogether.
Campaigns help you eliminate the confusion by organizing your team’s efforts around specific neighborhoods. You can create a campaign, assign areas to yourself or your team, and make sure everyone is working together to create multiple touch points with owners — boosting your chances of closing more deals.
If you have a DealTrace Manager or DealTrace Admin role, you can build and assign campaigns for your team or yourself. Users with the DealTrace User role can view the campaigns assigned to them and focus on working those targeted areas.
Below are the steps to create a campaign. Want to view and edit a campaign? Read this article.
Mobile App
1. Tap the Search Button in the top right corner
2. Along the bottom bar, select Campaigns
3. Tap Create New Campaign
4. Pick at least three Points to create a Canvassing Campaign
5. Tap Regional Color
6. After picking the Color and Opacity, tap Next
7. Give the campaign a Name and assign it to a User
8. Tap Create
Desktop App
- Click on the Campaign tab on left side of the screen
- Click Create New Campaign
- Fill out Campaign Name, Status, Assign User(s), and Color
- Using the map, click at least three points to draw the campaign *to complete the campaign, click the first point
- If necessary, drag the Campaign to the correct location
- Click Confirm
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