Intuvo Knowledge BaseGrid FiltersViewing campaign assignment in the grid

Viewing campaign assignment in the grid

In the grid, there is a new button that was released to view which campaigns each contact is on.

In the grid, on the left-hand column under jump too, you will see a camera icon.  If you hover over the icon it will display all of the campaigns the contact is currently on.  The icon will show you which campaign they are on, which product (mortgage loan, vehicle loan, checking/savings account) the campaign is assigned too and when they started the campaign.  

Steps:

  1. Go to the grid
  2. Go to a contact in a row
  3. Hover over the camera icon
  4. View which campaigns the contact is assigned too.