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 create a Campaign?
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 using Quick Create?
Table of Contents
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:
To learn more about Quick Create, click here.
Follow these steps to create a campaign using Quick Create:
- Log in to your CRM account.
- Click the + icon displayed on the top right side of your screen.
- Click Show All to view all the modules you can create records using Quick Create.
- Select Campaign.
- Enter all the mandatory details.
- Click Save.
To learn more about Quick Create, click here.
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