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. From the New menu, select Campaign.
    The Insert Campaign screen is displayed.
  2. Complete the campaign information fields.
  3. Click (Save).
    On the Campaign Detail view use the tabs to add products, stages, tasks and targets.
Parent topic: Marketing
Related topics