Adding a New Campaign
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On the Campaigns form, select .
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Specify this information:
- 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- Select the date on which the campaign is no longer active.
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Save the record.