How to create New Campaign?

Navigation:

Begin by navigating to the left menu.
Locate and select “CRM Sales.”

Search for Campaign:

Within CRM Sales, search for the “Campaign” option.

Campaign Listing Page:

Once in the Campaign section, you’ll be directed to the Campaign Listing page.
Here, you can view existing campaigns.

Add a New Campaign:

On the right-hand side of the header, find the “+” icon.
Click on the “+” icon to initiate the process of adding a new campaign.

Campaign Form:

The system will open a form for creating a new campaign.
Ensure to fill in all the required fields.

Field Details:

Provide detailed information such as the campaign name, Owner, Type, start and end dates, expected revenue, budget cost and any other relevant details.

Save:

Once all fields are filled, locate the “Save” button.
Click “Save” to store the new campaign details.

Confirmation:

After saving, the system should confirm the successful creation of the new campaign.

Verify Campaign Listing:

Return to the Campaign Listing page to confirm that the new campaign is now visible.