Marketing Campaigns - Creating a New Marketing Campaign

Step     Action

 1.        Select {CRM} and then select the Marketing Campaigns tab.

 2.        Select {New} under Marketing Campaigns. A New Marketing Campaigns

             page will open.

  3.      Complete the General fields.




Enter a Name for the marketing campaign.


Select a Customer from the drop-down menu.

Due Date

Select Due Date using calendar.

CompletedToggle switch to Yes if campaign has been completed.


  4.      Select {Save}. The page will now show the name of the new campaign.


         Note: The option to add additional marketing campaign information will be 

         available once the General marketing information has been saved and the 

         new marketing campaign page generated. (See Marketing Campaign-Items

         and Marketing Campaigns-Contacts)