Creating a New Campaign – Upsales Help Center

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.