Copying a Campaign

Use the Copy Campaign dialog box to create a new campaign using information from another campaign. You can copy campaign information such as, stages, tasks and budget information.

To copy a campaign

1. Open the Campaign Detail view for the campaign that you want to copy.
2. Click Copy.

The Insert Campaign dialog box appears and several boxes contain default information. The campaign targets and stages and tasks information is copied and appears on the Campaign Detail view Targets and Stages and Tasks tabs when the campaign is saved.

• Campaign Name
• Status
• Start Date
• Manager
• Owner

3. You can change the copied information if necessary, and then complete the remaining information boxes.
4. Click Save.

Related Topics

Adding a Campaign

Using the Campaign Detail View

Using the Campaign List View