TrackerRMS Help

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Create a Campaign

Create a Campaign Last Updated: June 1, 2020 1. Click Into Campaigns Select the green + New Campaign button to get started Fill in the campaign details (Campaign Name and Format), and select Ok ...

Create a Telesales Campaign

Create a Telesales Campaign Last Updated: June 1, 2020 1. Click Into Campaigns Select the green + New Campaign button at the far right of your screen Add a campaign name, and select Telesales Ca...

Clone an Existing Campaign

Clone an Existing Campaign Last Updated: June 1, 2020 1. Click Into the Campaign Record Click the campaign name you would like to clone 2. Select Clone Select the clone button on the right side...

Change Campaign Name or Ownership

Change Campaign Name or Ownership Last Updated: June 1, 2020 1. Click Into a Campaign Select the campaign name you would like to edit Click Edit at the top right of your screen Click into setti...

Change the From Email Address and Subject

Change the From Email Address and Subject Last Updated: June 1, 2020 1. Click Into the Campaign Record Select the campaign name you would like to change the From email address and subject for Cl...