Campaign management
The purpose of the campaign management homepage is to display a bird's eye view of active campaigns - and single out those that require immediate action.
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The purpose of the campaign management homepage is to display a bird's eye view of active campaigns - and single out those that require immediate action.
Clicking on any alert link filters down the campaign list to show only items described in that link.
Individual campaigns can be expanded for more detail.
User can view itemized alerts and click to resolve them. In the example shown at left, a new proposal has just been received.
From the home page alert, the user can click through to a particular campaign and resolve the issue. In the example shown at left, the user is able to view the new proposal at a line item level and accept it.
Current campaigns are displayed as a list. At top, alerts are summarized and grouped by category.