Thanks Stephen!
Acitvity will be created in REX, this will be done by going to schedule/week/promotions and dragging and dropping the customer from the target group into the calendar, hence creating a visit.
However, when we do this, this does not create the needed link in back end between the activity and campaign (basically, it should create the campaign ID on the reference field on the header of the activity).
This is needed to be able to follow up if the sales reps reached their goals, after the campaign has run.
I guess I am missing some configurations in CRM between campaign and acitivity. Do I have to do any specific configs in REx or CRM? Please let me know.
Needed urgently.
Manisha.