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.

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