Tutorial CRM - Getting Started, New Campaign

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Create a new Campaign and schedule multiple activities for the life of the campaign.


New Campaign

Description

Add a new campaign, minimum fields required are Campaign name and set the start and end time (defaults to one month from now). Save new campaign.


Add Activity

Description

Schedule activities for the campaign.


Activity Type

Description

Select activity type.


Activity Status

Description

Select activity status.


Campaign Activities

Description

View all the activities scheduled for this campaign and their status.