Copying a campaign

Use the Copy Campaign screen to create a new campaign using information from another campaign. You can copy campaign information such as, stages, tasks and budget information.

To copy a campaign:

  1. Access the Campaign detail view for the campaign to be copied.
  2. Click Copy.

    The Insert Campaign screen is displayed and these fields contain default information:

    • Campaign Name
    • Status
    • Start Date
    • Manager
    • Owner

    The campaign targets and stages and tasks information are copied and displayed on the Campaign detail view Targets and Stages and Tasks tabs after the campaign is saved.

  3. Specify the remaining information fields and change the copied information if required. See Campaign fields
  4. Click Save.
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