Adding a New Campaign

Campaign

Specify a value to use as the identifier for the campaign. If left blank, the system generates a unique value using the prefix specified on the CRM Parameters form, if designated.

Description

Specify a description for the campaign.

Type

Select a campaign type to categorize the campaign.

Status

Select a campaign status that best represents the current stage of the campaign.

Owner

Specify the partner ID of the team or individual responsible for the campaign.

Start Date

Select the date on which the campaign becomes effective.

End Date

Select the date on which the campaign is no longer active.