Stages related section

Use the Stages related section to add and manage the stages linked to the campaign. A Campaign usually contains one or more Stages.

You can access this section from the Campaign details page.

The toolbar options available in this section:

  • Expand: Use this option to view the records in this section. A maximum of 20 records are displayed in the Card or List format.
  • Insert: Use this option to add a new Stage.
  • Toggle View: Use this option to switch between the Card and list page.
  • View Full List: Use this option to view or modify the stages and steps linked to the selected campaign

For each record, you can:

  • Click Description or Edit to view or modify the campaign stage, or steps to the stage, and add an associated budget.
  • Use the Complete option to complete set the campaign stage to Completed.
  • Use the Delete option to delete the Stage from the selected campaign.