Adding a New Campaign Stage

Use the Add Stage window to add a stage to a campaign.

To add a stage:

  1. Expand the Stages Related item section on the Campaign details page.
  2. Click Insert on the Stages Related item section.
  3. Specify this information:
    Description
    The description of the campaign stage.
    Status
    The status of the stage. To change the status, click the drop-down and select from the list.
    Lead Source
    The lead source for the campaign stage. Click Lookup to select the required lead sources.
    Type
    The type of stage. Click the drop-down arrow and select from the list.
    Start Date
    The date on which the stage starts. Click Calendar to select the date.
    End Date
    The date on which the stage ends. Click Calendar to select the date.
    Code
    The code of the campaign. By default, this is populated with the code of the selected campaign.
    Note: Modifying the campaign code means that the campaign code for this stage is not matched with the campaign or any other campaign stages.
    Comments
    The additional information related to the stage.
  4. Click Submit.
    Note: After creating and saving this stage for the Campaign, you can add steps to the stage.(Adding a Campaign Step and Budget)
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