Adding a Campaign Step and Budget

Use the Campaign Step window to add a step and budget to a campaign stage.

To add a campaign step and budget:

  1. Expand the Stages related section on the Campaign details page.
  2. Click Description or Edit corresponding to the record that is to be added to campaign step.
  3. Click Add Step from the Steps section.
  4. Specify this information in the Step section:
    Description
    The description for the campaign step.
    Status
    The status of the step.
    Priority
    The priority of the step.
    Type
    The type of the step.
    Date Needed
    The date on which the step must be completed.
    Completed Date
    The date on which the step is completed. Click Calendar to select the date.
    Percent Complete
    The percentage of step that has been completed. You can specify a value between 0-100.
    Comments
    The additional information related to the step..
  5. Specify this information in the Budget section:
    Estimated Cost
    The estimated cost of the step.
    Actual Cost
    The actual cost of the step.
    Estimated Hours
    The estimated hours required to complete the step.
    Actual Hours
    The actual hours required to complete the step.
    Assign To (Type)
    The type to which the step is assigned.
    Possible values:
    • User Team: The user or team to whom the step is assigned.
    • Department: The required department.
    • Contact: The required contact.
    • Other: The name of the required user.
    • None: The Assign To field is disabled.
    Note: You can use Lookup to find User Team and Contact.
    Assign To (Field)
    If the Assign To (Type) field is set to User, Team, Department, or Contact, you can select the corresponding value.

    If the Assign To (Type) field is set to Other, you can specify the name of a person.

    Assigned Date
    The date on which the step is assigned. Click Calendar to select the date.
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