Hello there! 👋
Keep your Sales Engagement Tool dashboard clutter-free by archiving past campaigns! 🗂️ Archive any campaign via the three dots menu, then switch to Archived Campaigns to access and restore as needed. This feature helps you stay organized while keeping campaigns available for future reference. Ready for a tidier workspace? Happy organizing! 🚀🌟
Let's deep dive right into it:
1. Locate the Campaign to Archive
First, identify the campaign you’d like to archive from your dashboard.
2. Access the Three Dots Menu
Look to the right side of the page and click on the three dots menu associated with the campaign.
3. Select "Archive Campaign"
From the menu that pops up, choose the "Archive Campaign" option.
Voila! Your campaign is now neatly archived—out of sight but not forgotten.
What if you need to revisit an archived campaign? No worries! 🔄
1. Access Your Archived Campaigns
Simply switch to the 'Archive Campaigns' view. You’ll now see all your neatly tucked-away campaigns.
Want to bring a campaign back to life? It's a breeze:
1. Restore a Campaign
Click on the three dots menu of the archived campaign.
2. Select "Return to active"
From the options that appear, choose "Return to active".
That’s it! Your campaign is back in action.
We hope this guide makes your Sales Engagement Tool experience even more organized and user-friendly. 🚀 If you have any questions or need further assistance, feel free to reach out.
Happy campaigning! 😊🌟
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