The Campaign Hierarchy is used to link a Campaign record to a Parent Campaign record. This association could represent linking a Financial Institution’s Headquarters to a Branch location.
To setup the Campaign Hierarchy
1. Create the Campaign record that will be at the top of the hierarchy.
2. Create the Campaign record that will be on the step below the top Campaign record and in the Parent Campaign field, select the Campaign record, previously created. Populating the Parent Campaign field creates the hierarchy.
3. To view the Campaign Hierarchy, on the the highlights bar, click the Hierarchy icon. The hierarchy will display.
