How can I add a "Campaign" on L365 CRM?

1. On the Homepage, go to "Campaign" (click Campaign tab).

 

2. On the Campaign page, click "Add Campaign" button.

 

3. CRM will ask you to select if you want to create a "Full Campaign or Quick Campaign".

 

Full Campaign - Will give you the full list of details in the form, including funding sources and selling partners.

 

Quick Campaign - Will give you a form that consists of the required data only.

 

Fill out forms with your data and click "Save" button.

 

Campaigns are used in Email Marketing and Allocating New Leads, and are also useful to segregate your leads into discrete groups.

While a Lead or Opportunity can only be assigned to one campaign; companies or contacts can be assigned to as many as you wish.

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