Adding Campaign Stages

To add a stage to a campaign:

  1. On the Campaign Detail view, click the Stages/Tasks tab.
  2. Click (Add Stage).
  3. Specify this information:
    Description
    The description for the stage.
  4. In the Status field, select an item from the list.
  5. In the Lead Source field, click (Find) to select a lead source. The selection is added to the dialog box.
  6. If required, change the Code. If you change the code, a dialog box opens. Click OK in the dialog box.
    Note: Changing the campaign code means that the campaign code for this stage is not matched with the campaign or any other campaign stages.
  7. In the Comments field, specify any additional information.
  8. If required, click (Start Date Calendar) to select the date.
  9. Click (End Date Calendar) to select the date.
  10. Add tasks to the Tasks grid.
  11. Click OK.
Parent topic: Adding/Editing/Completing Campaign Stages