FAQs in this section
What is a Campaign?
What are Budget Cost and Actual Cost in Campaigns?
A campaign got canceled. How do I update it in the CRM?
What is the Expected Sales Count and Actual Sales Count in Campaigns?
How do I duplicate a Campaign?
What does duplicating a Campaign mean?
How do I create a Campaign using Quick Create?
How do you link Contacts to Campaigns?
How do I create new campaign types?
What are the Campaign types provided by Vtiger CRM by default?
How do I create a Campaign?
How do I create new campaign types?
Table of Contents
Yes, you can create new campaign types by adding values to the Campaign Type picklist.
Follow these steps to create a new campaign type:
Note: Settings can be accessed only by Admin users.
To know more about Campaigns, Click Here.
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 the 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.
Note: Settings can be accessed only by Admin users.
To know more about Campaigns, Click Here.
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