Campaigns App

Overview of Joint Campaigns

• Overview of Campaigns
• Accessing the Campaigns App
• Understanding User Access Levels in a Campaign
• Managing User Access Levels on a Campaign
• Removing (withdrawing) a Team Member from a Campaign
• Changing Campaign Dates

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Creating and Running Campaigns

• Creating a Campaign
• Sharing a Campaign
• Understanding an Activity
• Adding an Activity
• Adding Comments to an Activity in a Campaign
• Editing a Campaign

Campaign Options: Cloning, Downloading, Archiving & Deleting

• Using Campaign Options
• Copying (cloning) a Campaign
• Downloading a Campaign
• Archiving (removing) a Campaign
• Deleting a Campaign

Campaign Funding

• Using the Budget Tab in a Campaign
• Requesting Funding for a Campaign
• Updating Requested Amount in a Funding Request
• Viewing Funding Request History
• Canceling a Funding Request
• Creating a Claim

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