Editing a Campaign Step and Budget

Use the Campaign Step window to modify a step and the budget corresponding to the step.

  1. Expand the Stages related section on the Campaign details page.
  2. Click Description or Edit corresponding to the record that includes the campaign step that requires to be edited.
    Note: You can use the View Full List.
  3. Click Description to modify the step details on the Step tab.
  4. Modify the step details and budget.
    Note: The Budget section cannot be modified when accessed from the Campaign Stage window. You must have access the Campaign Step window to modify the step.
  5. Click Save.
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