Can I create new campaign types?
Yes, you can create new campaign types by adding values to the Campaign Type
Follow these steps to create a new campaign type:
- Click your display picture on the top right corner of the screen.
- Click Settings.
- Select Picklist Field Values under Configuration.
- Select Campaigns from the Select Module drop-down.
- Select Campaign Type from the Select Picklist in Campaigns drop-down.
- Click +Add Value to add a picklist item.
- Enter the picklist item value.
- Pick roles under Who can assign this value to a record?
- Note: Users with the role that you pick can set their campaign type in a record.
- Pick a color for the value.
- Click Save.
You can view the newly added value under the Campaign Type Values
: Settings can be accessed only by Admin users.
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