Infor CloudSuite CRM – Help
    • Infor CloudSuite CRM – Help
    • Marketing
    • Campaign Stages/Tasks Tab
    • Infor CloudSuite CRM – Help
      • Introducing Infor CRM Web Client
      • Getting Started with the Infor CloudSuite CRM Web Client
      • Administration
      • What Are Contacts?
      • What are Accounts?
      • What Are Opportunities?
      • What Are Forecasts
      • What are Quotas
      • What Are Sales Orders?
      • Quotes
      • Using Widgets
      • Customer Service Overview
      • What are Activities and Events?
      • What are Contact Processes?
      • Sales Processes
      • Marketing
        • Leads
        • Adding a Campaign
        • What are Campaign Targets?
        • Campaign Stages/Tasks Tab
          • Adding/Editing/Completing Campaign Stages
          • Adding/Editing/Completing Campaign Tasks
      • Mail Merge
      • What are Reports?
      • SpeedSearch
      • What are Groups?
      • What is the Query Builder?
      • Using Integrations
      • Troubleshooting Common Issues
      • Glossary of Terms

    Campaign Stages/Tasks Tab

    The Campaign Stages/Tasks tab lists all of the stages and tasks associated with a campaign.

    To open the Campaign Stages/Tasks tab, click the Stages/Tasks tab, on the Campaign Detail view.

    On this page you can:

    • Add a stage
    • Edit a stage
    • Complete a stage
    • Delete a stage
    • Add a task
    • Edit a task
    • Complete a task
    • Delete a task
    • Adding/Editing/Completing Campaign Stages
    • Adding/Editing/Completing Campaign Tasks
    Parent topic: Marketing
    Related topics
    Using the Campaign Detail View
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