Creating Campaigns

You can create a campaign for all the sales and marketing activities involving your contacts such as a sales promotion campaign, for example.

To Create Campaigns:

  1. Open the Campaign Card window.

  2. Press F3 to enter a new campaign.

  3. In the No. field, enter a number for the campaign.

    Alternatively, if you have set up number series for campaigns in the Relationship Management Setup window, you can press Enter and the program will enter the next available campaign number.

  4. In the Description field, enter the description for the campaign.

  5. Fill in the other fields on the campaign card. For Help about a specific field, click the field and press F1.

Related Topics

Setting Up Campaign Status Codes

Creating Segments