Explore how to set sales targets, add users, and include start/end dates.
This article covers how to create a sales campaign:
- Click Sales & CRM → Campaigns & call lists (Campaigns in accounts without call lists) and click Create campaign:
- Enter a Description to identify your campaign, Sales target for campaign-related orders, Start date and End date. The Active box is ticked by default; untick it to save the campaign as inactive:
- In Notes, click Insert signature to add your user name and a timestamp, then type any text:
- Your name is automatically added to the Users list by default. Click in the field to add others to the sales campaign:
- Select Save.
The campaign is created empty. To add companies, contacts, opportunities and tasks to it, see Working with sales campaigns.