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 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 new campaign types?
Table of Contents
Adding values to the Campaign Type picklist can also create new campaign types.
Follow these steps to create a new campaign type:
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.
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