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 I create a Campaign using Quick Create?
How do you link Contacts to Campaigns?
What are the Campaign types provided by Vtiger CRM by default?
How do I create a Campaign?

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:
  1. Log in to your CRM account.
  2. Click the Main Menu on the top right corner of the screen.
  3. Click Settings.
  4. Select Picklist Field Values under Configuration.
  5. Select Campaigns from the Select Module drop-down.
  6. Select Campaign Type from the Select Picklist in the Campaigns drop-down.
  7. Click +Add Value to add a picklist item.
    1. Enter the picklist item value.
    2. 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.
    3. Pick a color for the value.
    4. Click Save.
 You can view the newly added value under the Campaign Type Values column.
 
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