Adding Campaign stages
To add a stage to a campaign:
- Click the Stages/Tasks tab on the Campaign detail view.
- Click Add Stage.
- Specify the description for the stage in Description field.
- Select an item from the list in the Status field.
- Click the arrow to select a lead source in the Lead Source field.
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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.
- Specify any additional information in the Comments field.
- Click Start Date Calendar to select the date if required.
- Click End Date Calendar to select the date.
- Add the required tasks to the Tasks grid. See Adding/Editing/Completing Campaign Tasks
- Click OK.