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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.


Field
Description
Name
Enter a Name for the marketing campaign.
Customer
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)