How To Create A Campaign In Salesforce

How To Create A Campaign In Salesforce

1. Log In: Access your Salesforce account.
2. Navigate to Campaigns: Click on the "Campaigns" tab in the main menu.
3. New Campaign: Click the "New" button to start creating a campaign.
4. Fill in Details: Enter the campaign name, type, and other relevant information.
5. Set Dates: Specify the start and end dates for your campaign.
6. Define Status: Choose the current status of the campaign (e.g., Planned, In Progress).
7. Add Description: Provide a brief description of the campaign's purpose.
8. Assign Members: Add team members or leads to the campaign.
9. Save Campaign: Click the "Save" button to create your campaign.
10. Review and Edit: Check the campaign details and make any necessary edits.