To add a new campaign, complete the following steps:
- Open the Campaigns list.
- To add a new campaign, select +Create campaign from the top of the list.
- Enter a Description to identify this campaign.
- Enter a Sales Quota amount to use as a goal to track against orders for this campaign.
- Enter or select the Start date and time to begin the campaign.
- Enter or select the End date and time to end the campaign.
- Select Insert Signature under Notes to automatically add your user name and the current date and time to the Notes for this campaign. You can include additional text as a note.
- Your name is added to the Users list by default. To add other users, select Users and choose the colleague who should also join this campaign.
- Select Save.