Custom Campaigns

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Custom campaigns let you bulk-generate documents for prospects based on their Deal Flow ‘Stage’ and ‘Status’, automating document generation as your prospects move through your pipeline.

To create a custom campaign in your system:

Step 1: Click one of the prospecting links from the left-side menu then click the ‘CAMPAIGNS’ option from the top-right side of the screen:

Step 2: Click the ‘ADD CAMPAIGN’ option from the top-right side of the screen:

Step 3: Give your custom campaign a ‘Name’, ‘Description’ and then attach it to a ‘Stage’ and ‘Status’. Once you’ve completed the form click the ‘+ ADD CAMPAIGN’ option to save it into your system:

Your new campaign will show up under the Stage tab that you selected in step 3:

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