How to pin a Campaign

Pins is a feature which allows you to pin some of your favorite areas of the system to your home screen, making it easier to find what you want each time you log-in. This guide explains how to pin a Campaign.

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Step 1: Click Campaigns

From the sales-i home screen, tap Campaigns.

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Step 2: Select a Campaign

Scroll to the Campaign you would like and press and hold on the screen until a message appears.

How to pin a Campaign 2-01

Step 3: Tap Pin

The message will ask you 'Would you like to Pin this Campaign?'

Tap Pin.

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Step 4: Tap Pins

Your saved Campaign has now been pinned to the home screen.

To access a list of your pins: Navigate to the sales-i home screen and tap Pins.

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Step 5: Your Pins

You will now see a list of all of your pins, tap on your chosen pin to access it.

Don't forget you can also pin Accounts, Contacts, Opportunities, Saved Enquiries, Targets and Saved Searches on your Apple device.

How to pin a Campaign 5

Discover how to Pin various areas of the system:

Need additional help?

Drop us an email regarding your query to support@purchase-i.com and we'll get back to you within 24 hours. Alternatively, speak to a sales-i representative on Live Chat.