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New Marketing Campaign- Vendor Details Missing

Updated over a year ago

Before you create a marketing campaign, it is important to ensure that all client data entered in the CRM is attached and correct. This will ensure invoices and statements generated from Zenu Trust have all relevant information displayed.

If you find details missing, such as a Vendor's name

Cancel out of the record, and return to the CRM to make the necessary changes

Once the changes have been made, link the property to Zenu Trust

If the record in Zenu Trust was saved without Vendor details, update the status to cancelled because you no longer want to work with this record

For future reference, the cancelled campaign can be found here

Once the incorrect campaign is updated to cancelled, create a "new" campaign displaying the current Vendor details.

You will view the below pop-up as a "warning" because you have the cancelled campaign already in trust

Select Yes and continue

This campaign will have the letter _B at the end as this is the second campaign in Zenu Trust with this address

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