Create a New Campaign

When adding a new campaign there are a couple of methods:

• On the left navigation pane, select Marketing > New > Campaign.
• From the Campaign quick search, click New Campaign (+) icon.

The add new campaign card has several groupboxes of information but by default only Description is the required field. Enter other fields such as Status, Manager, Type, Start Date and End Date for better tracking. You can also specify the Number of Targets, Estimated Cost and Estimated Revenue.