You can abandon a Campaign in Operations. This action removes the Campaign from the system. All bookings for the selected Campaign are released and made available for other Campaigns. This process is not reversible.
Tip: It is not possible to abandon a campaign in Campaigns.
Note: Only Campaigns that have not been Contracted can be abandoned. For more information, see Campaign Status.
To abandon a Campaign:
Static Campaigns
- Access Operations in the top-left menu, click the Charting tab, and then the Campaigns tile.
- Enter the search terms needed to locate the campaign that must be abandoned, and then click Search.
- Click the needed result.
- Click the
button. - Select Abandon Campaign from the drop down menu.
- Click Yes to confirm.
This presents the filter search window.
This opens the campaign record on the Basic Info tab.
This presents a confirmation dialogue box.
