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:
- Click +Create campaign:
- Enter a Description to identify your campaign, Sales target for campaign-related orders, Start and end dates, and tick to set as an active campaign:
- Click Insert Signature to automatically add your user name and a timestamp plus any text:
- Your name is automatically added to the Users list by default. Click to add others to the sales campaign:
- Select Save.