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 new campaign types?
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 a Campaign using Quick Create?

With Quick Create, you can create a campaign quickly by filling in only the necessary details. You can access this feature from any screen, which saves you a lot of time.
 Follow these steps to create a campaign using Quick Create:
  1. Log in to your CRM account.
  2. Click the + icon displayed on the top right side of your screen.
  3. Click Show All to view all the modules you can create records using Quick Create.
  4. Select Campaign.
  5. Enter all the mandatory details.
  6. Click Save.

To learn more about Quick Create, click here.
 
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