Adding a Campaign

Use the Insert Campaign view to add campaign information. After adding a campaign you can add products, stages and tasks, and targets.

To add a campaign

  1. On the New menu, click Campaign.
    The Insert Campaign dialog box appears.
  2. Complete the campaign information boxes.
  3. Click SaveClosed.
    From the Campaign Detail view use the tabs to add products, stages and tasks, and targets.

Related Topics

What are Targets?

Using the Campaign Detail View

Using the Campaign List View

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.