Campaign tracking

In simple words

Campaign tracking is part of CRM & Sales. See which campaigns bring revenue. This guide takes you through it in 8 short steps.

Where it fits in your work — Follow up. Notes, two-way messages and reminders keep every lead moving; stale ones are flagged.

Before you start

• You need to be signed in to your company's workspace. CRM & Sales appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Campaign tracking belongs to Capture & analytics in CRM & Sales. See which campaigns bring revenue.

Step by step

1. 1

   Step 1

   Open CRM & Sales

   Sign in and open the CRM & Sales panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Campaign Analytics”

   In the left menu of CRM & Sales, open the page called “Campaign Analytics” (some pages sit inside a menu group — click the group to expand it).

3. 3

   Step 3

   Choose a view

   Use the tabs at the top of the screen to switch between:

   • Day
   • Week
   • Month
   • Year
4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Platform
   • Campaign
   • Lead Source
   • Status
   • Date Range
5. 5

   Step 5

   Read the list

   Each row shows:

   • Campaign
   • Platform
   • Spend
   • Impr.
   • Clicks
   • CTR
   • Leads
   • Cost / Lead
   • Won
   • Revenue
   • ROI
6. 6

   Step 6

   Add a new one

   Click “Import data” to add one. A form opens for the details.

7. 7

   Step 7

   Other actions on this screen

   You will also see these buttons:

   • Export CSV
   • Today
   • Last 7 Days
   • Last 30 Days
   • This Month
   • This Year
   • Day
   • Week
8. 8

   Step 8

   Done

   See which campaigns bring revenue.

Tips

• You can use more than one filter together (Platform, Campaign, Lead Source) to see exactly the records you want.
• Use “Export CSV” to download what you see, for example to share it or keep a copy.
• “Import data” lets you add many records at once from a file instead of one by one.
• The tabs (Day, Week, Month, Year) show different views of the same data — switching tabs never changes anything.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open CRM & Sales → Open “Campaign Analytics” → Choose a view → Narrow the list → Read the list → Add a new one → Other actions on this screen → Done

What it connects to

• Projects

  A won deal creates the client and the project's starting point.

• Finance

  Invoices are raised for won clients without re-entering their details.

• Website

  Website forms feed your CRM directly.

• Social Media

  Campaign results sit next to the leads they brought in.

What you will see on this screen

These are the parts of the Campaign Analytics screen, exactly as they appear in the product.

Why use CRM & Sales

CRM & Sales replaces crm & lead management software, on the same login and the same data.

• No enquiry slips through — every lead has an owner and a due date
• Stale leads are flagged before they go cold
• See which campaigns actually bring revenue
• Won deals flow straight into clients and projects

Who uses CRM & Sales

• Sales & enquiry teams

  Work leads, log notes and follow up on time.

• Managers

  See pipeline health, stale leads and which campaigns bring revenue.

• HR & recruiters

  Track career applicants with status, notes and resumes.

• Marketing

  Measure campaign spend, attributed leads and ROI.

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