How do I create new campaign types?
Adding values to the Campaign Type picklist can also create new campaign types. Follow these steps to create a new campaign type:- Log in to your CRM account.
- Click the Main Menu 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? 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 column.