How do I create campaign while creating an opportunity?

Updated on November 7, 2017 10:13PM by Admin

You can create marketing campaigns if you want to move your old stock or festive season campaigns to attract new as well as the old customers. In brief, if you have a well strategized campaign, it will help promote your business.

  Opportunities App allows you to create a new Campaign while creating Opportunities or select any existing campaigns. The following steps will help you understand the concept of creating campaigns better.

Steps to Create Campaign while Creating Opportunities

  1. Log in and access Opportunity app from your universal navigation menu bar.
  2. Click on “Create” button from left navigation panel.
    creating opportunity
  3. You can view “Campaign” field in “Opportunity Information” as shown in the image below:
    campaign field in opportunity information
  4. Click on “Campaign” field to view the Add New Campaign by clicking  icon
  5. Enter “Name”,”Start Date & End Date” and “Description” to create new campaign.
    create campaign while creating opportunities
  6. Click on “Create” button to create.
  7. You can view the created campaign as shown in the image below:
    create campaign while creating opportunity
  8. You can also view the created campaign through Campaigns App.view campaign in campaigns app

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