Adding Campaign stages

To add a stage to a campaign:

  1. Click the Stages/Tasks tab on the Campaign detail view.
  2. Click Add Stage.
  3. Specify the description for the stage in Description field.
  4. Select an item from the list in the Status field.
  5. Click the arrow to select a lead source in the Lead Source field.
  6. Change the Code if required.
    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. Specify any additional information in the Comments field.
  8. Click Start Date Calendar to select the date if required.
  9. Click End Date Calendar to select the date.
  10. Add the required tasks to the Tasks grid. See Adding/Editing/Completing Campaign Tasks
  11. Click OK.