Open topic with navigation
Get link | About Sage CRM editions
Setting up a new campaign
User Requirement: Information Manager rights
- Click Marketing.
- Click the Campaign List tab.
- Click New Campaign.
- Enter the campaign details, and click Save.
- You must be in Hide Wave Activities mode to add a new wave from the Campaign Summary page. To toggle between the expanded and summary modes of the Campaign Summary page, click Show / Hide Wave Activities.
- Click New Wave to set up the waves, or phases of your campaign.
- Enter the Wave details and click Save.
- Click New Wave Activity.
- Enter the Wave Activity details and click Save. You have set up the framework of your campaign, and can begin on the first wave.
See Also:
Campaign, wave and wave activity fields
Campaign wave activity action types
Open topic with navigation
Sage CRM user assistance PDFs
