Editing a Campaign Stage

You can edit a Campaign Stage by modifying the existing information in the stage and by adding steps to the Stage.

  1. Expand the Stages related section on the Campaign details page
  2. Select the required record and click the Stage Description, Edit Stage or View Full list.
  3. Specify values other than the available fields to modify the existing Stage details.
  4. Use the Steps section to add, edit or remove steps. See Adding a Campaign Step and Budget.
  5. Use the Budget section to view the budget details of the selected step.
    Note: Details in the Budget section are read-only and can only be edited in the Campaign Step page.
  6. Click Submit.